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 | $80,314 | $79,428+1.1% | $106,548-24.6% | $79,386+1.2% |
| Participation rate | 94.0% | 74.1%+19.8pp | 76.1%+17.8pp | 70.7%+23.3pp |
| Annual return | 15.63% | 18.27%-2.6pp | 26.80%-11.2pp | 116.85%-101.2pp |
| Employer contribution / active EE | $1,866 | $2,234-16.5% | $2,819-33.8% | $2,427-23.1% |
| Participant deferral / active EE | $2,571 | $3,823-32.7% | $4,398-41.5% | $4,046-36.5% |
| Admin fee / account holder | $1,280 | $523+144.6% | $7,407-82.7% | $626+104.3% |