Filed December 28, 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 9-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 | $135,395 | $102,382+32.2% | $147,005-7.9% | $80,874+67.4% |
| Participation rate | 90.6% | 75.8%+14.7pp | 82.2%+8.4pp | 67.6%+22.9pp |
| Annual return | 35.91% | 134.89%-99.0pp | 418.76%-382.9pp | 35.62%+0.3pp |
| Employer contribution / active EE | $6,861 | $3,715+84.7% | $4,934+39.0% | $2,756+149.0% |
| Participant deferral / active EE | $8,514 | $6,646+28.1% | $8,070+5.5% | $4,297+98.1% |
| Admin fee / account holder | $5,875 | $7,942-26.0% | $13,006-54.8% | $6,935-15.3% |