Filed June 15, 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 9-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.
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 | $96,082 | $99,628-3.6% | $105,218-8.7% | $59,188+62.3% |
| Participation rate | 92.5% | 80.5%+12.0pp | 77.2%+15.2pp | 69.4%+23.0pp |
| Annual return | -0.30% | 3.21%-3.5pp | 5.33%-5.6pp | 5.51%-5.8pp |
| Employer contribution / active EE | $0 | $2,454-100.0% | $3,255-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $4,189-100.0% | $4,867-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $6,992-100.0% | $92-100.0% |