Filed October 6, 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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,634 | $39,458-93.3% | $60,547-95.6% | $55,191-95.2% |
| Participation rate | 98.9% | 59.6%+39.3pp | 68.0%+30.9pp | 69.2%+29.7pp |
| Annual return | -17.85% | 3.35%-21.2pp | 335.64%-353.5pp | 10.78%-28.6pp |
| Employer contribution / active EE | $489 | $1,210-59.6% | $2,419-79.8% | $1,899-74.3% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $95-99.9% | $4,536-100.0% | $91-99.9% |