Filed December 17, 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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,400 | $169,122+41.6% | $77,999+206.9% | $329,111-27.3% |
| Participation rate | 96.4% | 88.4%+8.0pp | 75.5%+20.9pp | 67.9%+28.5pp |
| Annual return | 7.61% | 11.00%-3.4pp | 425.96%-418.4pp | 16.35%-8.7pp |
| Employer contribution / active EE | $5,417 | $5,827-7.0% | $2,470+119.3% | $2,303+135.2% |
| Participant deferral / active EE | $14,366 | $8,046+78.6% | $3,497+310.8% | $3,682+290.2% |
| Admin fee / account holder | $0 | $83-100.0% | $5,480-100.0% | $754-100.0% |