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 | $99,792 | $107,045-6.8% | $108,745-8.2% | $63,975+56.0% |
| Participation rate | 91.6% | 81.9%+9.7pp | 77.7%+13.9pp | 71.1%+20.4pp |
| Annual return | 6.90% | 18.14%-11.2pp | 46.22%-39.3pp | 48.65%-41.8pp |
| Employer contribution / active EE | $0 | $2,651-100.0% | $3,323-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $5,121-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $67-100.0% | $6,144-100.0% | $70-100.0% |