Filed December 29, 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.
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 | $24,046 | $46,297-48.1% | $71,671-66.4% | $62,292-61.4% |
| Participation rate | 55.7% | 60.6%-4.9pp | 68.7%-13.0pp | 69.5%-13.8pp |
| Annual return | 13.17% | 22.32%-9.1pp | 20.65%-7.5pp | 28.90%-15.7pp |
| Employer contribution / active EE | $657 | $1,412-53.4% | $2,460-73.3% | $2,042-67.8% |
| Participant deferral / active EE | $1,757 | $2,235-21.4% | $3,438-48.9% | $3,169-44.5% |
| Admin fee / account holder | $26 | $461-94.3% | $5,558-99.5% | $479-94.5% |