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.
Annual investment return 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 | $89,608 | $99,078-9.6% | $96,544-7.2% | $74,419+20.4% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.0%-16.0pp | 70.7%-10.7pp |
| Annual return | 14.33% | 22.48%-8.2pp | 25.84%-11.5pp | 34.38%-20.0pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,821 | $4,933-42.8% | $4,851-41.9% | $4,528-37.7% |
| Admin fee / account holder | $10 | $225-95.6% | $8,252-99.9% | $348-97.1% |