Filed September 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 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 | $47,098 | $62,127-24.2% | $81,382-42.1% | $74,495-36.8% |
| Participation rate | 91.3% | 64.0%+27.3pp | 69.5%+21.8pp | 67.2%+24.1pp |
| Annual return | 15.32% | 16.48%-1.2pp | 24.73%-9.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,466 | $1,882+84.1% | $2,463+40.7% | $2,623+32.1% |
| Participant deferral / active EE | $5,770 | $3,229+78.7% | $3,883+48.6% | $4,346+32.8% |
| Admin fee / account holder | $3,862 | $1,934+99.6% | $5,768-33.1% | $1,942+98.9% |