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 | $102,317+32.3% | $146,958-7.9% | $80,856+67.5% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.4pp | 67.6%+23.0pp |
| Annual return | 35.91% | 134.76%-98.9pp | 418.34%-382.4pp | 35.59%+0.3pp |
| Employer contribution / active EE | $6,861 | $3,713+84.8% | $4,933+39.1% | $2,755+149.0% |
| Participant deferral / active EE | $8,514 | $6,644+28.2% | $8,070+5.5% | $4,296+98.2% |
| Admin fee / account holder | $5,875 | $7,941-26.0% | $12,998-54.8% | $6,918-15.1% |