Filed October 21, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,106 | $71,192-70.4% | $117,854-82.1% | $62,292-66.1% |
| Participation rate | 96.4% | 74.2%+22.1pp | 79.7%+16.7pp | 69.5%+26.8pp |
| Annual return | 14.67% | 18.66%-4.0pp | 335.08%-320.4pp | 28.90%-14.2pp |
| Employer contribution / active EE | $3,782 | $1,934+95.6% | $3,786-0.1% | $2,042+85.2% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $782 | $587+33.2% | $8,020-90.3% | $479+63.1% |