Filed December 1, 1998 (most recent of 3 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 | $88,150 | $109,359-19.4% | $162,163-45.6% | $72,985+20.8% |
| Participation rate | 97.9% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 26.69% | 25.46%+1.2pp | 115.59%-88.9pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,873 | $3,907-52.1% | $5,614-66.6% | $2,440-23.2% |
| Participant deferral / active EE | $4,277 | $5,481-22.0% | $7,298-41.4% | $3,607+18.6% |
| Admin fee / account holder | $4,278 | $7,972-46.3% | $10,843-60.5% | $5,124-16.5% |