Filed July 5, 1996
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 | $81,179 | $81,460-0.3% | $103,333-21.4% | $80,856+0.4% |
| Participation rate | 82.1% | 66.8%+15.3pp | 74.5%+7.6pp | 67.6%+14.5pp |
| Annual return | 15.48% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,434 | $3,105-53.8% | $3,868-62.9% | $2,755-48.0% |
| Participant deferral / active EE | $6,377 | $3,869+64.8% | $5,057+26.1% | $4,296+48.4% |
| Admin fee / account holder | $984 | $6,566-85.0% | $8,355-88.2% | $6,918-85.8% |