Filed December 28, 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 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 | $53,291 | $42,548+25.2% | $74,550-28.5% | $56,287-5.3% |
| Participation rate | 47.2% | 60.5%-13.3pp | 69.1%-21.9pp | 69.9%-22.6pp |
| Annual return | -7.67% | 12.40%-20.1pp | 32.53%-40.2pp | -9.96%+2.3pp |
| Employer contribution / active EE | $527 | $855-38.4% | $1,961-73.1% | $2,111-75.1% |
| Participant deferral / active EE | $2,760 | $2,277+21.2% | $3,108-11.2% | $3,350-17.6% |
| Admin fee / account holder | $18 | $467-96.2% | $5,060-99.6% | $521-96.6% |