Filed March 1, 2000 (most recent of 2 filings on file)
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 |
|---|---|---|
SAUBERAN & COMPANY LLC2+ years Service code 27 · EIN 26-3925585 | Advisory (Plan) | $19,884 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $17,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,242 | $56,629-13.0% | $77,999-36.9% | $55,167-10.7% |
| Participation rate | 64.8% | 73.3%-8.5pp | 75.5%-10.7pp | 69.0%-4.2pp |
| Annual return | -2.58% | 2866.98%-2869.6pp | 425.96%-428.5pp | 169.23%-171.8pp |
| Employer contribution / active EE | $310 | $1,723-82.0% | $2,470-87.5% | $1,963-84.2% |
| Participant deferral / active EE | $1,744 | $2,777-37.2% | $3,497-50.1% | $3,054-42.9% |
| Admin fee / account holder | $430 | $467-7.9% | $5,480-92.2% | $504-14.7% |