Filed November 27, 1990
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 | $119,617 | $73,933+61.8% | $96,683+23.7% | $75,163+59.1% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.4pp | 67.2%+30.5pp |
| Annual return | 19.73% | 26.70%-7.0pp | 35.69%-16.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,955 | $2,928+35.1% | $3,737+5.8% | $2,670+48.1% |
| Participant deferral / active EE | $10,558 | $3,659+188.6% | $4,878+116.4% | $4,125+155.9% |
| Admin fee / account holder | $8,700 | $5,216+66.8% | $6,730+29.3% | $5,651+54.0% |