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.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,536 | $47,922-96.8% | $75,886-98.0% | $65,185-97.6% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 21.69% | 24.12%-2.4pp | 30.76%-9.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $195 | $1,557-87.5% | $2,500-92.2% | $2,177-91.0% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |