Filed November 12, 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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,178 | $52,467-12.0% | $57,179-19.2% | $55,167-16.3% |
| Participation rate | 73.9% | 75.8%-2.0pp | 75.3%-1.5pp | 69.0%+4.9pp |
| Annual return | 4.00% | 7.72%-3.7pp | 14.59%-10.6pp | 169.23%-165.2pp |
| Employer contribution / active EE | $2,169 | $2,477-12.5% | $2,682-19.1% | $1,963+10.5% |
| Participant deferral / active EE | $2,134 | $2,830-24.6% | $3,096-31.1% | $3,054-30.1% |
| Admin fee / account holder | $734 | $269+172.8% | $3,139-76.6% | $504+45.6% |