Filed October 14, 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.
Employer contribution per participant 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 | $40,721 | $54,045-24.7% | $115,157-64.6% | $65,185-37.5% |
| Participation rate | 55.5% | 63.5%-8.0pp | 75.9%-20.4pp | 70.2%-14.7pp |
| Annual return | 23.32% | 26.55%-3.2pp | 35.60%-12.3pp | 29.38%-6.1pp |
| Employer contribution / active EE | $199 | $1,653-88.0% | $3,179-93.8% | $2,177-90.9% |
| Participant deferral / active EE | $1,816 | $2,504-27.5% | $4,168-56.4% | $3,514-48.3% |
| Admin fee / account holder | $179 | $626-71.3% | $7,088-97.5% | $847-78.8% |