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 | $160,369 | $82,130+95.3% | $453,369-64.6% | $79,386+102.0% |
| Participation rate | 82.6% | 73.4%+9.2pp | 78.0%+4.6pp | 70.7%+11.9pp |
| Annual return | 14.85% | 345.31%-330.5pp | 64.40%-49.5pp | 116.85%-102.0pp |
| Employer contribution / active EE | $0 | $2,659-100.0% | $4,070-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $0 | $4,314-100.0% | $6,209-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $11,209-100.0% | $626-100.0% |