Filed December 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,205 | $53,053+96.4% | $126,539-17.7% | $74,304+40.2% |
| Participation rate | 60.2% | 48.0%+12.1pp | 69.8%-9.7pp | 60.3%-0.2pp |
| Annual return | 20.98% | 29.46%-8.5pp | 425.95%-405.0pp | 29.43%-8.5pp |
| Employer contribution / active EE | $1,800 | $1,168+54.2% | $3,674-51.0% | $2,241-19.7% |
| Participant deferral / active EE | $3,931 | $2,303+70.7% | $4,083-3.7% | $3,767+4.3% |
| Admin fee / account holder | $4,551 | $3,698+23.1% | $6,065-25.0% | $2,969+53.3% |