Filed February 22, 2002 (most recent of 2 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 | $101,559 | $109,359-7.1% | $162,163-37.4% | $72,985+39.2% |
| Participation rate | 99.0% | 84.3%+14.7pp | 87.6%+11.4pp | 69.5%+29.5pp |
| Annual return | 22.49% | 25.46%-3.0pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,157 | $3,907-19.2% | $5,614-43.8% | $2,440+29.4% |
| Participant deferral / active EE | $4,797 | $5,481-12.5% | $7,298-34.3% | $3,607+33.0% |
| Admin fee / account holder | $2,313 | $7,972-71.0% | $10,843-78.7% | $5,124-54.9% |