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.
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 | $74,004 | $56,317+31.4% | $71,209+3.9% | $74,304-0.4% |
| Participation rate | 89.3% | 55.1%+34.2pp | 73.8%+15.6pp | 60.3%+29.0pp |
| Annual return | 14.91% | 42.83%-27.9pp | 282.51%-267.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,524 | $2,788+62.3% | $4,175+8.3% | $3,767+20.1% |
| Admin fee / account holder | $18,797 | $2,290+721.0% | $5,349+251.4% | $2,969+533.1% |