Filed September 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 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,886 | $43,550-33.7% | $63,517-54.5% | $52,331-44.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | 0.38% | 2.03%-1.7pp | -70.30%+70.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,050 | $1,351-22.3% | $2,322-54.8% | $1,882-44.2% |
| Participant deferral / active EE | $2,007 | $2,254-11.0% | $2,953-32.1% | $3,022-33.6% |
| Admin fee / account holder | $0 | $387-100.0% | $5,892-100.0% | $592-100.0% |