Filed January 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 8-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 | $238,264 | $93,373+155.2% | $152,466+56.3% | $85,850+177.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 18.41% | 21.84%-3.4pp | 757.33%-738.9pp | 318.53%-300.1pp |
| Employer contribution / active EE | $8,535 | $2,996+184.9% | $4,327+97.3% | $2,565+232.7% |
| Participant deferral / active EE | $4,471 | $4,550-1.7% | $5,820-23.2% | $3,952+13.1% |
| Admin fee / account holder | $11,643 | $13,853-16.0% | $15,805-26.3% | $6,260+86.0% |