Filed February 24, 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 9-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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,128 | $52,953-65.8% | $172,739-89.5% | $65,185-72.2% |
| Participation rate | 95.4% | 66.2%+29.2pp | 82.6%+12.7pp | 70.2%+25.2pp |
| Annual return | 14.57% | 30.12%-15.6pp | 802.84%-788.3pp | 29.38%-14.8pp |
| Employer contribution / active EE | $136 | $2,190-93.8% | $5,143-97.4% | $2,177-93.8% |
| Participant deferral / active EE | $1,633 | $2,471-33.9% | $5,198-68.6% | $3,514-53.5% |
| Admin fee / account holder | $3,818 | $472+709.1% | $13,954-72.6% | $847+350.8% |