Filed December 31, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,722 | $79,523-36.2% | $140,016-63.8% | $56,287-9.9% |
| Participation rate | 82.3% | 85.7%-3.4pp | 87.5%-5.2pp | 69.9%+12.4pp |
| Annual return | 5.15% | 2.39%+2.8pp | 651.12%-646.0pp | -9.96%+15.1pp |
| Employer contribution / active EE | $1,041 | $3,350-68.9% | $5,606-81.4% | $2,111-50.7% |
| Participant deferral / active EE | $2,445 | $5,129-52.3% | $6,927-64.7% | $3,350-27.0% |
| Admin fee / account holder | $4,612 | $614+650.7% | $10,705-56.9% | $521+785.3% |