Filed November 17, 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 | $220,261 | $94,529+133.0% | $140,016+57.3% | $64,186+243.2% |
| Participation rate | 98.8% | 84.1%+14.7pp | 87.5%+11.3pp | 69.6%+29.2pp |
| Annual return | -3.12% | 7.77%-10.9pp | 651.12%-654.2pp | 7.63%-10.8pp |
| Employer contribution / active EE | $10,852 | $3,812+184.6% | $5,606+93.6% | $2,381+355.8% |
| Participant deferral / active EE | $6,701 | $5,250+27.6% | $6,927-3.3% | $3,470+93.1% |
| Admin fee / account holder | $26,448 | $6,741+292.4% | $10,705+147.1% | $4,888+441.1% |