Filed September 21, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,226 | $52,208-23.0% | $86,612-53.6% | $74,419-45.9% |
| Participation rate | 37.3% | 66.3%-29.0pp | 71.7%-34.4pp | 70.7%-33.4pp |
| Annual return | 21.15% | 44.46%-23.3pp | 591.07%-569.9pp | 34.38%-13.2pp |
| Employer contribution / active EE | $1,091 | $2,282-52.2% | $3,022-63.9% | $2,637-58.6% |
| Participant deferral / active EE | $230 | $3,383-93.2% | $4,438-94.8% | $4,528-94.9% |
| Admin fee / account holder | $9 | $319-97.1% | $5,614-99.8% | $348-97.4% |