Filed August 15, 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.
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 | $16,117 | $44,873-64.1% | $79,464-79.7% | $56,287-71.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 7.48% | 0.81%+6.7pp | 718.14%-710.7pp | -9.96%+17.4pp |
| Employer contribution / active EE | $1,529 | $2,140-28.6% | $2,800-45.4% | $2,111-27.6% |
| Participant deferral / active EE | $1,496 | $2,746-45.5% | $3,704-59.6% | $3,350-55.3% |
| Admin fee / account holder | $1,465 | $418+250.1% | $5,113-71.3% | $521+181.2% |