Filed December 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,049 | $76,000+343.5% | $154,107+118.7% | $64,186+425.1% |
| Participation rate | 90.5% | 70.4%+20.1pp | 83.0%+7.5pp | 69.6%+21.0pp |
| Annual return | -5.46% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $37,295 | $3,351+1013.0% | $5,298+604.0% | $2,381+1466.5% |
| Participant deferral / active EE | $1,942 | $3,175-38.8% | $5,081-61.8% | $3,470-44.0% |
| Admin fee / account holder | $28,516 | $5,596+409.6% | $13,411+112.6% | $4,888+483.4% |