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 | $213,441 | $86,891+145.6% | $142,449+49.8% | $75,163+184.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 19.25% | 23.31%-4.1pp | 19.99%-0.7pp | 160.62%-141.4pp |
| Employer contribution / active EE | $8,699 | $3,355+159.3% | $4,847+79.5% | $2,670+225.8% |
| Participant deferral / active EE | $4,675 | $4,938-5.3% | $6,283-25.6% | $4,125+13.3% |
| Admin fee / account holder | $17,732 | $7,299+142.9% | $10,011+77.1% | $5,651+213.8% |