Filed June 29, 1994
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 | $35,991 | $51,576-30.2% | $129,207-72.1% | $80,856-55.5% |
| Participation rate | 85.1% | 57.0%+28.1pp | 69.6%+15.5pp | 67.6%+17.5pp |
| Annual return | 26.18% | 20.81%+5.4pp | 9417.33%-9391.1pp | 35.59%-9.4pp |
| Employer contribution / active EE | $1,853 | $1,584+17.0% | $4,153-55.4% | $2,755-32.7% |
| Participant deferral / active EE | $3,743 | $2,669+40.2% | $4,168-10.2% | $4,296-12.9% |
| Admin fee / account holder | $1,542 | $4,305-64.2% | $7,715-80.0% | $6,918-77.7% |