Filed August 23, 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 | $121,704 | $79,523+53.0% | $140,016-13.1% | $56,287+116.2% |
| Participation rate | 85.2% | 85.7%-0.5pp | 87.5%-2.3pp | 69.9%+15.3pp |
| Annual return | -5.67% | 2.39%-8.1pp | 651.12%-656.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,386 | $3,350-28.8% | $5,606-57.4% | $2,111+13.0% |
| Participant deferral / active EE | $3,520 | $5,129-31.4% | $6,927-49.2% | $3,350+5.1% |
| Admin fee / account holder | $4,058 | $614+560.7% | $10,705-62.1% | $521+679.1% |