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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,189 | $54,701+10.0% | $86,188-30.2% | $71,457-15.8% |
| Participation rate | 69.5% | 60.1%+9.4pp | 69.0%+0.5pp | 67.9%+1.6pp |
| Annual return | 15.77% | 20.06%-4.3pp | 1168.45%-1152.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,020 | $1,265-19.4% | $2,380-57.2% | $2,588-60.6% |
| Participant deferral / active EE | $5,111 | $3,108+64.4% | $3,985+28.3% | $4,289+19.2% |
| Admin fee / account holder | $40 | $1,922-97.9% | $6,852-99.4% | $1,587-97.5% |