Filed December 10, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,694 | $51,197+420.9% | $82,719+222.4% | $66,914+298.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -14.37% | -9.64%-4.7pp | 701.18%-715.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $6,754 | $2,611+158.7% | $3,009+124.5% | $2,544+165.5% |
| Participant deferral / active EE | $6,145 | $3,458+77.7% | $4,395+39.8% | $4,237+45.0% |
| Admin fee / account holder | $6,359 | $416+1430.4% | $5,329+19.3% | $593+972.0% |