Filed February 17, 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.
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 | $139,722 | $67,411+107.3% | $91,001+53.5% | $70,131+99.2% |
| Participation rate | 82.8% | 71.4%+11.4pp | 75.6%+7.2pp | 69.5%+13.2pp |
| Annual return | 13.77% | -40.16%+53.9pp | 4.60%+9.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,963 | $1,786+65.9% | $2,456+20.7% | $2,342+26.5% |
| Participant deferral / active EE | $5,320 | $2,823+88.5% | $3,547+50.0% | $3,332+59.7% |
| Admin fee / account holder | $18,277 | $4,236+331.4% | $5,417+237.4% | $4,645+293.4% |