Filed August 30, 1999
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 | $30,563 | $91,190-66.5% | $178,490-82.9% | $79,858-61.7% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 18.59% | 24.19%-5.6pp | 151.07%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,844 | $3,256-43.4% | $5,011-63.2% | $2,471-25.4% |
| Participant deferral / active EE | $2,208 | $3,236-31.8% | $5,202-57.5% | $3,740-41.0% |
| Admin fee / account holder | $484 | $6,751-92.8% | $13,984-96.5% | $5,306-90.9% |