Filed September 23, 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.)
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 | $58,085 | $65,435-11.2% | $86,677-33.0% | $66,914-13.2% |
| Participation rate | 97.5% | 75.5%+22.0pp | 76.6%+20.9pp | 69.8%+27.7pp |
| Annual return | -19.67% | -10.89%-8.8pp | 35.91%-55.6pp | 1.58%-21.3pp |
| Employer contribution / active EE | $5,232 | $2,153+143.0% | $2,836+84.4% | $2,544+105.6% |
| Participant deferral / active EE | $4,514 | $4,100+10.1% | $4,656-3.1% | $4,237+6.5% |
| Admin fee / account holder | $13,833 | $642+2056.2% | $7,493+84.6% | $593+2231.7% |