Filed April 1, 2002
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 | $89,620 | $39,122+129.1% | $57,179+56.7% | $62,891+42.5% |
| Participation rate | 82.8% | 70.5%+12.3pp | 75.3%+7.5pp | 69.3%+13.5pp |
| Annual return | 13.13% | 9.23%+3.9pp | 14.59%-1.5pp | 20.14%-7.0pp |
| Employer contribution / active EE | $5,182 | $1,874+176.5% | $2,682+93.2% | $2,281+127.2% |
| Participant deferral / active EE | $8,062 | $2,374+239.6% | $3,096+160.4% | $3,203+151.7% |
| Admin fee / account holder | $3,423 | $2,592+32.1% | $3,139+9.0% | $4,296-20.3% |