Filed August 20, 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.
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 | $78,795 | $53,136+48.3% | $155,509-49.3% | $199,593-60.5% |
| Participation rate | 98.2% | 64.1%+34.1pp | 78.2%+20.0pp | 72.0%+26.2pp |
| Annual return | 27.46% | 41.15%-13.7pp | 64.67%-37.2pp | 34.25%-6.8pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $185-100.0% | $15,912-100.0% | $269-100.0% |