Filed March 25, 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 | $106,643 | $53,822+98.1% | $75,696+40.9% | $85,850+24.2% |
| Participation rate | 92.3% | 69.1%+23.2pp | 74.8%+17.5pp | 69.3%+23.0pp |
| Annual return | 15.24% | 24.54%-9.3pp | 104.53%-89.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,772 | $2,017+37.5% | $2,743+1.1% | $2,565+8.1% |
| Participant deferral / active EE | $4,846 | $2,895+67.4% | $3,821+26.8% | $3,952+22.6% |
| Admin fee / account holder | $14,835 | $3,343+343.8% | $3,619+309.9% | $6,260+137.0% |