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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,615 | $185,342-50.0% | $111,297-16.8% | $86,799+6.7% |
| Participation rate | 56.6% | 81.0%-24.4pp | 77.3%-20.7pp | 72.3%-15.7pp |
| Annual return | 16.58% | 500.80%-484.2pp | 54.65%-38.1pp | 97.91%-81.3pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,731-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,770 | $4,458-37.9% | $4,487-38.3% | $4,131-32.9% |
| Admin fee / account holder | $11 | $255-95.5% | $7,964-99.9% | $170-93.2% |