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 | $129,386 | $69,848+85.2% | $115,756+11.8% | $66,914+93.4% |
| Participation rate | 78.2% | 70.6%+7.6pp | 77.1%+1.1pp | 69.8%+8.4pp |
| Annual return | -16.20% | 969.66%-985.9pp | 143.14%-159.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $2,613-100.0% | $3,793-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $593-100.0% |