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 | $127,521 | $64,919+96.4% | $392,568-67.5% | $65,185+95.6% |
| Participation rate | 83.8% | 72.0%+11.8pp | 78.1%+5.8pp | 70.2%+13.6pp |
| Annual return | 18.56% | 26.09%-7.5pp | 24.42%-5.9pp | 29.38%-10.8pp |
| Employer contribution / active EE | $0 | $2,374-100.0% | $3,783-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $5,985-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $634-100.0% | $6,260-100.0% | $847-100.0% |