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.
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 | $59,875 | $49,138+21.8% | $84,015-28.7% | $65,185-8.1% |
| Participation rate | 43.9% | 60.7%-16.9pp | 69.0%-25.1pp | 70.2%-26.3pp |
| Annual return | 20.85% | 23.00%-2.2pp | 71.31%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $471 | $914-48.4% | $1,983-76.2% | $2,177-78.3% |
| Participant deferral / active EE | $2,427 | $2,397+1.2% | $3,239-25.1% | $3,514-30.9% |
| Admin fee / account holder | $29 | $543-94.6% | $6,101-99.5% | $847-96.5% |