Filed March 5, 1996
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 | $45,123 | $78,705-42.7% | $117,854-61.7% | $70,131-35.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.95% | 23.30%-8.4pp | 335.08%-320.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,323 | $2,223+4.5% | $3,786-38.6% | $2,342-0.8% |
| Participant deferral / active EE | $3,969 | $3,297+20.4% | $4,482-11.4% | $3,332+19.1% |
| Admin fee / account holder | $356 | $5,065-93.0% | $8,020-95.6% | $4,645-92.3% |