Filed December 30, 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 | $168,591 | $88,083+91.4% | $164,813+2.3% | $74,495+126.3% |
| Participation rate | 85.3% | 73.0%+12.2pp | 78.6%+6.7pp | 67.2%+18.1pp |
| Annual return | 13.65% | 17.26%-3.6pp | 69.93%-56.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,379 | $2,593+30.3% | $4,341-22.2% | $2,623+28.8% |
| Participant deferral / active EE | $5,870 | $4,498+30.5% | $6,031-2.7% | $4,346+35.1% |
| Admin fee / account holder | $10,236 | $2,234+358.2% | $12,690-19.3% | $1,942+427.1% |