Filed October 27, 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 | $46,986 | $64,707-27.4% | $112,228-58.1% | $68,494-31.4% |
| Participation rate | 96.4% | 67.2%+29.2pp | 75.1%+21.3pp | 67.9%+28.5pp |
| Annual return | -15.76% | -11.40%-4.4pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,692 | $2,746-38.4% | $3,635-53.4% | $2,596-34.8% |
| Participant deferral / active EE | $4,924 | $3,565+38.1% | $4,728+4.1% | $4,027+22.3% |
| Admin fee / account holder | $1,911 | $5,232-63.5% | $6,410-70.2% | $5,403-64.6% |