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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,508 | $42,546-54.1% | $71,796-72.8% | $55,167-64.6% |
| Participation rate | 74.8% | 59.1%+15.7pp | 69.1%+5.7pp | 69.0%+5.8pp |
| Annual return | 7.67% | 12.36%-4.7pp | 78.04%-70.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $315 | $803-60.8% | $1,924-83.6% | $1,963-83.9% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $650-99.9% | $4,815-100.0% | $504-99.8% |