Filed April 1, 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 | $61,121 | $73,933-17.3% | $96,683-36.8% | $75,163-18.7% |
| Participation rate | 87.6% | 66.4%+21.2pp | 74.3%+13.3pp | 67.2%+20.4pp |
| Annual return | 33.63% | 26.70%+6.9pp | 35.69%-2.1pp | 160.62%-127.0pp |
| Employer contribution / active EE | $2,923 | $2,928-0.2% | $3,737-21.8% | $2,670+9.5% |
| Participant deferral / active EE | $5,699 | $3,659+55.8% | $4,878+16.8% | $4,125+38.2% |
| Admin fee / account holder | $14,156 | $5,216+171.4% | $6,730+110.4% | $5,651+150.5% |