Filed December 5, 1990
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 | $56,715 | $80,968-30.0% | $96,544-41.3% | $75,163-24.5% |
| Participation rate | 98.7% | 71.8%+26.9pp | 76.0%+22.7pp | 67.2%+31.5pp |
| Annual return | 14.35% | 27.06%-12.7pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,670 | $2,282+17.0% | $2,965-9.9% | $2,6700% |
| Participant deferral / active EE | $3,500 | $3,928-10.9% | $4,851-27.8% | $4,125-15.2% |
| Admin fee / account holder | $3,346 | $6,724-50.2% | $8,252-59.5% | $5,651-40.8% |