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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,274 | $49,451+9.8% | $79,550-31.8% | $66,914-18.9% |
| Participation rate | 64.3% | 61.3%+2.9pp | 69.5%-5.2pp | 69.8%-5.5pp |
| Annual return | -15.79% | 84.25%-100.0pp | 0.16%-16.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $872 | $1,266-31.1% | $2,413-63.9% | $2,544-65.7% |
| Participant deferral / active EE | $4,359 | $3,159+38.0% | $3,985+9.4% | $4,237+2.9% |
| Admin fee / account holder | $27 | $595-95.5% | $6,832-99.6% | $593-95.5% |