Filed January 14, 1991
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,955 | $56,277+111.4% | $80,975+46.9% | $62,891+89.1% |
| Participation rate | 98.9% | 69.0%+29.9pp | 75.8%+23.1pp | 69.3%+29.6pp |
| Annual return | 7.60% | 22.12%-14.5pp | 17.10%-9.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,421 | $1,943-26.9% | $3,714-61.8% | $2,281-37.7% |
| Participant deferral / active EE | $3,090 | $4,195-26.3% | $5,696-45.8% | $3,203-3.5% |
| Admin fee / account holder | $11,165 | $3,741+198.5% | $5,516+102.4% | $4,296+159.9% |