Filed April 22, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,202 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,042 | $129,240+55.6% | $60,874+230.3% | - |
| Participation rate | 97.0% | 75.5%+21.4pp | 73.1%+23.9pp | - |
| Annual return | -17.95% | -10.30%-7.6pp | 16.90%-34.8pp | - |
| Employer contribution / active EE | $7,859 | $2,503+213.9% | $2,701+190.9% | - |
| Participant deferral / active EE | $11,419 | $3,755+204.1% | $3,817+199.2% | - |
| Admin fee / account holder | $316 | $9,426-96.6% | $3,224-90.2% | - |