Filed September 4, 2001 (most recent of 2 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 | $40,155 | $94,529-57.5% | $140,016-71.3% | $64,186-37.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.88% | 7.77%-13.6pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,727 | $3,812-54.7% | $5,606-69.2% | $2,381-27.5% |
| Participant deferral / active EE | $3,057 | $5,250-41.8% | $6,927-55.9% | $3,470-11.9% |
| Admin fee / account holder | $6,411 | $6,741-4.9% | $10,705-40.1% | $4,888+31.2% |