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 | $3,584 | $51,045-93.0% | $70,515-94.9% | $71,457-95.0% |
| Participation rate | 97.5% | 59.4%+38.1pp | 68.3%+29.1pp | 67.9%+29.6pp |
| Annual return | -16.78% | 42.63%-59.4pp | 32.77%-49.6pp | 28.85%-45.6pp |
| Employer contribution / active EE | $781 | $1,790-56.4% | $2,973-73.8% | $2,588-69.8% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,567-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,994-100.0% | $6,412-100.0% | $1,587-100.0% |