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 | $49,212 | $59,328-17.1% | $118,925-58.6% | $73,488-33.0% |
| Participation rate | 53.6% | 62.3%-8.7pp | 75.4%-21.8pp | 70.7%-17.1pp |
| Annual return | 19.63% | 19.13%+0.5pp | 35.88%-16.3pp | 28.51%-8.9pp |
| Employer contribution / active EE | $236 | $1,803-86.9% | $3,263-92.8% | $2,270-89.6% |
| Participant deferral / active EE | $1,853 | $2,604-28.8% | $4,265-56.6% | $3,740-50.4% |
| Admin fee / account holder | $188 | $600-68.6% | $6,581-97.1% | $513-63.3% |