Filed April 25, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,428 | $77,813+108.7% | $123,544+31.5% | $64,186+153.1% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | -5.43% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,955 | $3,014+31.2% | $4,628-14.5% | $2,381+66.1% |
| Participant deferral / active EE | $8,957 | $5,240+70.9% | $6,426+39.4% | $3,470+158.2% |
| Admin fee / account holder | $22,698 | $5,519+311.3% | $9,284+144.5% | $4,888+364.4% |