Filed September 21, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,264 | $73,004-85.9% | $90,749-88.7% | $68,494-85.0% |
| Participation rate | 98.2% | 70.8%+27.4pp | 75.7%+22.6pp | 67.9%+30.4pp |
| Annual return | -14.38% | -13.81%-0.6pp | -12.16%-2.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,857 | $2,193-15.3% | $2,921-36.4% | $2,596-28.5% |
| Participant deferral / active EE | $731 | $3,627-79.8% | $4,564-84.0% | $4,027-81.8% |
| Admin fee / account holder | $1,726 | $5,896-70.7% | $8,445-79.6% | $5,403-68.1% |