Filed December 29, 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 10-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,290 | $81,537-2.8% | $149,718-47.0% | $69,631+13.9% |
| Participation rate | 86.7% | 86.1%+0.6pp | 87.1%-0.3pp | 70.7%+16.0pp |
| Annual return | 9.45% | 22.79%-13.3pp | 1501.63%-1492.2pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $1,215 | $3,239-62.5% | $5,445-77.7% | $2,032-40.2% |
| Participant deferral / active EE | $2,878 | $4,994-42.4% | $6,569-56.2% | $3,224-10.7% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |