Filed November 12, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,068 | $50,637-32.7% | $86,590-60.7% | $62,292-45.3% |
| Participation rate | 95.7% | 67.9%+27.8pp | 73.5%+22.1pp | 69.5%+26.2pp |
| Annual return | 25.49% | 20.80%+4.7pp | 964.84%-939.4pp | 28.90%-3.4pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,511 | $2,611-42.1% | $3,609-58.1% | $3,169-52.3% |
| Admin fee / account holder | $9,197 | $413+2125.4% | $4,906+87.5% | $479+1818.8% |