Filed December 28, 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.
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 | $155,532 | $77,813+99.9% | $123,544+25.9% | $64,186+142.3% |
| Participation rate | 94.0% | 74.7%+19.3pp | 82.3%+11.7pp | 69.6%+24.4pp |
| Annual return | -4.69% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,326 | $3,014+109.9% | $4,628+36.7% | $2,381+165.7% |
| Participant deferral / active EE | $8,262 | $5,240+57.7% | $6,426+28.6% | $3,470+138.1% |
| Admin fee / account holder | $14,673 | $5,519+165.9% | $9,284+58.0% | $4,888+200.2% |