Filed September 9, 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.
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 | $48,956 | $24,733+97.9% | $69,647-29.7% | $74,495-34.3% |
| Participation rate | 80.6% | 63.5%+17.1pp | 66.5%+14.1pp | 67.2%+13.4pp |
| Annual return | 18.30% | 18.55%-0.3pp | 100.48%-82.2pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $11 | $1,001-98.9% | $1,712-99.3% | $2,623-99.6% |
| Participant deferral / active EE | $2,268 | $1,901+19.3% | $2,886-21.4% | $4,346-47.8% |
| Admin fee / account holder | $3,743 | $1,892+97.9% | $4,713-20.6% | $1,942+92.7% |