Filed December 22, 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 | $62,364 | $67,606-7.8% | $82,313-24.2% | $70,131-11.1% |
| Participation rate | 88.3% | 72.8%+15.5pp | 76.9%+11.4pp | 69.5%+18.8pp |
| Annual return | 13.93% | 21.57%-7.6pp | 25.88%-11.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,084 | $1,755-38.2% | $2,428-55.3% | $2,342-53.7% |
| Participant deferral / active EE | $1,916 | $2,987-35.9% | $3,706-48.3% | $3,332-42.5% |
| Admin fee / account holder | $6,869 | $4,512+52.2% | $5,608+22.5% | $4,645+47.9% |