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 | $98,636 | $46,553+111.9% | $64,056+54.0% | $75,163+31.2% |
| Participation rate | 94.7% | 65.9%+28.7pp | 72.3%+22.4pp | 67.2%+27.5pp |
| Annual return | 14.98% | 26.03%-11.1pp | 33.69%-18.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,527 | $1,974+78.7% | $2,747+28.4% | $2,670+32.1% |
| Participant deferral / active EE | $5,673 | $2,837+100.0% | $3,880+46.2% | $4,125+37.5% |
| Admin fee / account holder | $11,913 | $2,952+303.5% | $3,068+288.3% | $5,651+110.8% |