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 6-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.
Plan reported a final filing / termination within the last year.
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 | $0 | $755,339-100.0% | $379,746-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 81.8%-81.8pp | 78.4%-78.4pp | 82.0%-82.0pp |
| Annual return | -89.33% | 53.41%-142.7pp | 34.90%-124.2pp | 302.83%-392.2pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |