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.
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 | $95,264 | $88,890+7.2% | $102,423-7.0% | $77,643+22.7% |
| Participation rate | 50.2% | 80.9%-30.7pp | 76.5%-26.2pp | 70.6%-20.3pp |
| Annual return | 15.53% | 24.98%-9.5pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,561 | $5,145-50.2% | $5,053-49.3% | $4,647-44.9% |
| Admin fee / account holder | $9 | $235-96.1% | $9,451-99.9% | $430-97.9% |