Filed December 19, 1997
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 | $192,851 | $87,841+119.5% | $133,980+43.9% | $62,891+206.6% |
| Participation rate | 95.1% | 83.4%+11.7pp | 87.1%+8.0pp | 69.3%+25.8pp |
| Annual return | 7.77% | 12.05%-4.3pp | 29.30%-21.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $7,643 | $3,483+119.5% | $5,211+46.7% | $2,281+235.1% |
| Participant deferral / active EE | $4,385 | $4,812-8.9% | $6,282-30.2% | $3,203+36.9% |
| Admin fee / account holder | $3,350 | $5,371-37.6% | $9,324-64.1% | $4,296-22.0% |