Filed May 17, 2002 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,882 | $123,793-36.3% | $177,821-55.6% | $79,858-1.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.53% | 22.82%-12.3pp | 48.32%-37.8pp | 31.71%-21.2pp |
| Employer contribution / active EE | $5,537 | $4,095+35.2% | $5,918-6.4% | $2,471+124.1% |
| Participant deferral / active EE | $3,677 | $5,956-38.3% | $7,714-52.3% | $3,740-1.7% |
| Admin fee / account holder | $15,149 | $7,243+109.2% | $12,427+21.9% | $5,306+185.5% |