Filed March 22, 1994
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,803 | $93,571-42.5% | $135,903-60.4% | $75,163-28.4% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 9.76% | 30.90%-21.1pp | 68.23%-58.5pp | 160.62%-150.9pp |
| Employer contribution / active EE | $794 | $3,537-77.5% | $4,856-83.6% | $2,670-70.2% |
| Participant deferral / active EE | $5,129 | $6,404-19.9% | $7,758-33.9% | $4,125+24.3% |
| Admin fee / account holder | $3,768 | $6,975-46.0% | $10,762-65.0% | $5,651-33.3% |