Filed September 5, 2001 (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.)
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 | $51,999 | $64,909-19.9% | $82,313-36.8% | $62,292-16.5% |
| Participation rate | 78.2% | 74.9%+3.4pp | 76.9%+1.3pp | 69.5%+8.7pp |
| Annual return | 17.76% | 21.18%-3.4pp | 25.88%-8.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,236 | $1,676-26.3% | $2,428-49.1% | $2,042-39.5% |
| Participant deferral / active EE | $2,198 | $3,103-29.2% | $3,706-40.7% | $3,169-30.6% |
| Admin fee / account holder | $2,859 | $440+550.3% | $5,608-49.0% | $479+496.4% |