Filed November 12, 1999
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 | $37,584 | $44,873-16.2% | $79,464-52.7% | $56,287-33.2% |
| Participation rate | 70.2% | 68.7%+1.5pp | 73.3%-3.1pp | 69.9%+0.4pp |
| Annual return | -6.56% | 0.81%-7.4pp | 718.14%-724.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,212 | $2,140-43.4% | $2,800-56.7% | $2,111-42.6% |
| Participant deferral / active EE | $1,638 | $2,746-40.4% | $3,704-55.8% | $3,350-51.1% |
| Admin fee / account holder | $5,090 | $418+1116.4% | $5,113-0.4% | $521+877.1% |