Filed October 3, 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 | $50,401 | $58,083-13.2% | $80,019-37.0% | $56,287-10.5% |
| Participation rate | 98.0% | 73.6%+24.4pp | 75.8%+22.2pp | 69.9%+28.2pp |
| Annual return | -5.60% | 34.61%-40.2pp | 11.22%-16.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,933 | $1,9320% | $2,468-21.7% | $2,111-8.4% |
| Participant deferral / active EE | $2,127 | $3,135-32.1% | $3,686-42.3% | $3,350-36.5% |
| Admin fee / account holder | $525 | $623-15.6% | $6,521-91.9% | $521+0.8% |