Filed February 8, 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.
Participant 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.)
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 | $99,702 | $123,793-19.5% | $177,821-43.9% | $79,858+24.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.44% | 22.82%-9.4pp | 48.32%-34.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,703 | $4,095-34.0% | $5,918-54.3% | $2,471+9.4% |
| Participant deferral / active EE | $1,742 | $5,956-70.8% | $7,714-77.4% | $3,740-53.4% |
| Admin fee / account holder | $572 | $7,243-92.1% | $12,427-95.4% | $5,306-89.2% |