Filed April 28, 1998
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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,313 | $146,341-94.3% | $98,907-91.6% | $93,223-91.1% |
| Participation rate | 84.2% | 89.3%-5.1pp | 76.0%+8.2pp | 74.9%+9.3pp |
| Annual return | 12.87% | 16.85%-4.0pp | 196.43%-183.6pp | 19.29%-6.4pp |
| Employer contribution / active EE | $0 | $4,823-100.0% | $2,689-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $0 | $7,126-100.0% | $4,244-100.0% | $4,563-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $6,642-100.0% | $79-100.0% |