Filed February 13, 1996 (most recent of 2 filings on file)
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 | $147,896 | $73,004+102.6% | $90,749+63.0% | $68,494+115.9% |
| Participation rate | 98.4% | 70.8%+27.6pp | 75.7%+22.7pp | 67.9%+30.5pp |
| Annual return | -16.78% | -13.81%-3.0pp | -12.16%-4.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $12,033 | $2,193+448.8% | $2,921+312.0% | $2,596+363.5% |
| Participant deferral / active EE | $9,577 | $3,627+164.1% | $4,564+109.8% | $4,027+137.8% |
| Admin fee / account holder | $24,859 | $5,896+321.6% | $8,445+194.4% | $5,403+360.1% |