Filed September 25, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,579 | $72,254+112.6% | $86,677+77.2% | $64,808+137.0% |
| Participation rate | 92.1% | 80.4%+11.6pp | 76.6%+15.5pp | 71.5%+20.6pp |
| Annual return | -9.74% | 392.42%-402.2pp | 35.91%-45.7pp | 32.82%-42.6pp |
| Employer contribution / active EE | $638 | $2,393-73.3% | $2,836-77.5% | $2,506-74.5% |
| Participant deferral / active EE | $6,135 | $4,658+31.7% | $4,656+31.8% | $4,310+42.3% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |