Filed June 28, 2002 (most recent of 3 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,985 | $123,793-81.4% | $177,821-87.1% | $79,858-71.2% |
| Participation rate | 98.9% | 84.7%+14.2pp | 87.7%+11.2pp | 69.6%+29.3pp |
| Annual return | -0.65% | 22.82%-23.5pp | 48.32%-49.0pp | 31.71%-32.4pp |
| Employer contribution / active EE | $2,000 | $4,095-51.2% | $5,918-66.2% | $2,471-19.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,824 | $7,243-33.4% | $12,427-61.2% | $5,306-9.1% |