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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,089 | $82,093+59.7% | $379,746-65.5% | $73,409+78.6% |
| Participation rate | 81.7% | 76.8%+4.9pp | 78.4%+3.2pp | 72.2%+9.5pp |
| Annual return | 11.86% | 18.89%-7.0pp | 34.90%-23.0pp | 59.29%-47.4pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $3,540-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $4,697-100.0% | $6,024-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $7,927-100.0% | $158-100.0% |