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 | $59,835 | $54,573+9.6% | $90,951-34.2% | $73,488-18.6% |
| Participation rate | 52.5% | 61.2%-8.7pp | 69.0%-16.6pp | 70.7%-18.2pp |
| Annual return | 11.37% | 16.69%-5.3pp | 134.60%-123.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $498 | $991-49.7% | $2,122-76.5% | $2,270-78.0% |
| Participant deferral / active EE | $2,613 | $2,517+3.8% | $3,373-22.5% | $3,740-30.1% |
| Admin fee / account holder | $21 | $521-96.0% | $5,959-99.7% | $513-96.0% |