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 | $62,017 | $65,862-5.8% | $124,672-50.3% | $79,386-21.9% |
| Participation rate | 49.1% | 62.2%-13.2pp | 74.6%-25.5pp | 70.7%-21.6pp |
| Annual return | 22.06% | 19.02%+3.0pp | 5142.93%-5120.9pp | 116.85%-94.8pp |
| Employer contribution / active EE | $314 | $1,883-83.3% | $3,324-90.5% | $2,427-87.1% |
| Participant deferral / active EE | $2,165 | $2,772-21.9% | $4,614-53.1% | $4,046-46.5% |
| Admin fee / account holder | $244 | $673-63.8% | $7,493-96.7% | $626-61.1% |