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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,287 | $74,188+58.1% | $115,756+1.3% | $64,808+81.0% |
| Participation rate | 75.3% | 76.2%-0.9pp | 77.1%-1.8pp | 71.5%+3.8pp |
| Annual return | -16.17% | -11.81%-4.4pp | 143.14%-159.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $0 | $3,365-100.0% | $3,793-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $6,254-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $8,124-100.0% | $188-100.0% |