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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,885 | $59,263+9.5% | $96,562-32.8% | $79,386-18.3% |
| Participation rate | 57.3% | 61.9%-4.6pp | 69.8%-12.5pp | 70.7%-13.4pp |
| Annual return | 11.65% | 27.07%-15.4pp | 37.78%-26.1pp | 116.85%-105.2pp |
| Employer contribution / active EE | $704 | $1,216-42.1% | $2,356-70.1% | $2,427-71.0% |
| Participant deferral / active EE | $3,822 | $2,948+29.7% | $3,849-0.7% | $4,046-5.5% |
| Admin fee / account holder | $20 | $658-97.0% | $6,181-99.7% | $626-96.8% |