Filed September 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 | $243,611 | $70,908+243.6% | $98,907+146.3% | $73,488+231.5% |
| Participation rate | 90.4% | 73.8%+16.6pp | 76.0%+14.4pp | 70.7%+19.7pp |
| Annual return | 15.29% | 34.17%-18.9pp | 196.43%-181.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $3,696 | $2,036+81.5% | $2,689+37.4% | $2,270+62.8% |
| Participant deferral / active EE | $5,559 | $3,500+58.8% | $4,244+31.0% | $3,740+48.6% |
| Admin fee / account holder | $4,003 | $535+648.4% | $6,642-39.7% | $513+680.3% |