Filed December 18, 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.
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 | $43,681 | $49,177-11.2% | $79,464-45.0% | $64,186-31.9% |
| Participation rate | 91.0% | 65.0%+26.0pp | 73.3%+17.7pp | 69.6%+21.5pp |
| Annual return | -4.43% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,165 | $2,076+100.6% | $2,800+48.7% | $2,381+74.9% |
| Participant deferral / active EE | $5,259 | $2,821+86.4% | $3,704+42.0% | $3,470+51.6% |
| Admin fee / account holder | $14,539 | $3,839+278.7% | $5,113+184.4% | $4,888+197.4% |