Filed August 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,528 | $58,726+100.1% | $92,233+27.4% | $62,292+88.7% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.5%+15.5pp | 69.5%+22.5pp |
| Annual return | 12.71% | 43.62%-30.9pp | 176.28%-163.6pp | 28.90%-16.2pp |
| Employer contribution / active EE | $4,733 | $2,392+97.9% | $3,679+28.6% | $2,042+131.8% |
| Participant deferral / active EE | $6,835 | $2,766+147.2% | $3,897+75.4% | $3,169+115.7% |
| Admin fee / account holder | $4,773 | $556+757.8% | $5,194-8.1% | $479+895.8% |