Filed November 19, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $433,035 | $57,281+656.0% | $86,612+400.0% | $75,163+476.1% |
| Participation rate | 98.8% | 63.2%+35.6pp | 71.7%+27.1pp | 67.2%+31.6pp |
| Annual return | 18.94% | 2670.75%-2651.8pp | 591.07%-572.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $9,731 | $2,314+320.4% | $3,022+222.0% | $2,670+264.5% |
| Participant deferral / active EE | $11,333 | $3,318+241.6% | $4,438+155.4% | $4,125+174.7% |
| Admin fee / account holder | $81,736 | $4,112+1887.8% | $5,614+1355.9% | $5,651+1346.4% |