Filed September 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,325 | $79,523-75.7% | $140,016-86.2% | $56,287-65.7% |
| Participation rate | 88.0% | 85.7%+2.3pp | 87.5%+0.5pp | 69.9%+18.1pp |
| Annual return | -0.23% | 2.39%-2.6pp | 651.12%-651.4pp | -9.96%+9.7pp |
| Employer contribution / active EE | $2,125 | $3,350-36.6% | $5,606-62.1% | $2,111+0.7% |
| Participant deferral / active EE | $1,863 | $5,129-63.7% | $6,927-73.1% | $3,350-44.4% |
| Admin fee / account holder | $45 | $614-92.7% | $10,705-99.6% | $521-91.4% |