Filed July 20, 2001
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,670 | $59,186-48.2% | $76,768-60.0% | $56,287-45.5% |
| Participation rate | 91.1% | 75.2%+15.9pp | 77.0%+14.2pp | 69.9%+21.3pp |
| Annual return | -7.83% | 6.62%-14.4pp | 2.43%-10.3pp | -9.96%+2.1pp |
| Employer contribution / active EE | $404 | $1,759-77.0% | $2,485-83.7% | $2,111-80.9% |
| Participant deferral / active EE | $2,506 | $3,255-23.0% | $3,852-34.9% | $3,350-25.2% |
| Admin fee / account holder | $532 | $489+8.7% | $6,675-92.0% | $521+2.0% |