Filed September 23, 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,781 | $79,519+11.6% | $95,952-7.5% | $73,409+20.9% |
| Participation rate | 64.1% | 81.2%-17.1pp | 77.1%-13.0pp | 72.2%-8.1pp |
| Annual return | 14.98% | 19.20%-4.2pp | 91.61%-76.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,768 | $4,138-33.1% | $4,167-33.6% | $3,805-27.3% |
| Admin fee / account holder | $8 | $184-95.5% | $6,795-99.9% | $158-94.7% |