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 | $68,011 |
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.)
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 | $219,788 | $65,557+235.3% | $64,056+243.1% | $71,457+207.6% |
| Participation rate | 97.1% | 73.2%+23.9pp | 72.3%+24.8pp | 67.9%+29.1pp |
| Annual return | 19.47% | 18.94%+0.5pp | 33.69%-14.2pp | 28.85%-9.4pp |
| Employer contribution / active EE | $8,065 | $2,669+202.2% | $2,747+193.6% | $2,588+211.7% |
| Participant deferral / active EE | $11,760 | $3,626+224.4% | $3,880+203.1% | $4,289+174.2% |
| Admin fee / account holder | $339 | $616-45.0% | $3,068-89.0% | $1,587-78.7% |