Filed December 30, 1997
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 | $22,436 | $95,416-76.5% | $185,823-87.9% | $85,850-73.9% |
| Participation rate | 91.2% | 68.8%+22.5pp | 81.7%+9.5pp | 69.3%+21.9pp |
| Annual return | 24.56% | 23.59%+1.0pp | 122.05%-97.5pp | 318.53%-294.0pp |
| Employer contribution / active EE | $713 | $3,314-78.5% | $5,167-86.2% | $2,565-72.2% |
| Participant deferral / active EE | $2,130 | $3,423-37.8% | $5,568-61.7% | $3,952-46.1% |
| Admin fee / account holder | $4,646 | $7,213-35.6% | $16,237-71.4% | $6,260-25.8% |