Filed June 14, 1991
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 6-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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $581,964-100.0% | $403,265-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 98.3%-98.3pp | 87.9%-87.9pp |
| Annual return | 0.39% | 19.66%-19.3pp | 1.23%-0.8pp | 19.66%-19.3pp |
| Employer contribution / active EE | $0 | $21,011-100.0% | $14,440-100.0% | $21,011-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $5,577-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | $3,446-100.0% | $49,887-100.0% |