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 | $116,284 | $117,734-1.2% | $115,752+0.5% | $77,958+49.2% |
| Participation rate | 87.5% | 82.0%+5.4pp | 77.8%+9.7pp | 71.6%+15.8pp |
| Annual return | 14.94% | 17.65%-2.7pp | 19.41%-4.5pp | 20.87%-5.9pp |
| Employer contribution / active EE | $0 | $2,736-100.0% | $3,492-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $4,435-100.0% | $5,204-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $6,278-100.0% | $97-100.0% |