Filed April 30, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $42,501 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,993 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,085 | $88,581+71.7% | $145,661+4.4% | $74,304+104.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 60.3%+39.7pp |
| Annual return | 12.46% | 34.30%-21.8pp | 101.46%-89.0pp | 29.43%-17.0pp |
| Employer contribution / active EE | $5,059 | $2,612+93.7% | $4,238+19.4% | $2,241+125.7% |
| Participant deferral / active EE | $6,103 | $4,151+47.0% | $7,198-15.2% | $3,767+62.0% |
| Admin fee / account holder | $526 | $2,953-82.2% | $12,466-95.8% | $2,969-82.3% |