Filed June 19, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,196 | $79,449+353.4% | $189,557+90.0% | $85,850+319.6% |
| Participation rate | 94.4% | 66.0%+28.5pp | 78.4%+16.0pp | 69.3%+25.1pp |
| Annual return | 14.68% | 18.45%-3.8pp | 64.17%-49.5pp | 318.53%-303.9pp |
| Employer contribution / active EE | $19,183 | $2,081+821.8% | $4,412+334.7% | $2,565+647.8% |
| Participant deferral / active EE | $10,000 | $4,051+146.8% | $6,174+62.0% | $3,952+153.0% |
| Admin fee / account holder | $22,569 | $5,377+319.7% | $9,807+130.1% | $6,260+260.5% |