Filed June 15, 1993
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 | $69,461 | $48,076+44.5% | $78,689-11.7% | $62,891+10.4% |
| Participation rate | 83.1% | 65.2%+17.9pp | 73.6%+9.6pp | 69.3%+13.8pp |
| Annual return | 5.46% | 31.35%-25.9pp | 62.18%-56.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $549 | $2,015-72.7% | $2,851-80.7% | $2,281-75.9% |
| Participant deferral / active EE | $6,139 | $2,588+137.2% | $3,517+74.6% | $3,203+91.7% |
| Admin fee / account holder | $467 | $3,207-85.4% | $4,510-89.7% | $4,296-89.1% |