Filed December 22, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,200 | $44,221-22.7% | $121,196-71.8% | $56,287-39.2% |
| Participation rate | 64.2% | 61.1%+3.1pp | 71.7%-7.6pp | 69.9%-5.7pp |
| Annual return | 5.17% | -3.58%+8.8pp | 16.93%-11.8pp | -9.96%+15.1pp |
| Employer contribution / active EE | $814 | $1,480-45.0% | $4,022-79.8% | $2,111-61.4% |
| Participant deferral / active EE | $1,617 | $2,521-35.9% | $3,344-51.7% | $3,350-51.7% |
| Admin fee / account holder | $74 | $480-84.5% | $5,019-98.5% | $521-85.7% |