Filed November 10, 1993
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 | $209,934 | $71,516+193.5% | $98,439+113.3% | $71,457+193.8% |
| Participation rate | 95.0% | 72.7%+22.4pp | 75.2%+19.9pp | 67.9%+27.1pp |
| Annual return | 19.20% | 32.41%-13.2pp | 21.16%-2.0pp | 28.85%-9.7pp |
| Employer contribution / active EE | $5,874 | $2,399+144.9% | $3,048+92.7% | $2,588+127.0% |
| Participant deferral / active EE | $11,178 | $4,109+172.1% | $4,738+135.9% | $4,289+160.6% |
| Admin fee / account holder | $19,575 | $1,675+1068.8% | $8,948+118.8% | $1,587+1133.2% |