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 LLC3+ years Service code 27 · EIN 26-3925585 | Advisory (Plan) | $21,780 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $20,809 |
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 | $52,858 | $63,299-16.5% | $91,001-41.9% | $62,292-15.1% |
| Participation rate | 60.2% | 73.3%-13.1pp | 75.6%-15.4pp | 69.5%-9.4pp |
| Annual return | 3.73% | 20.99%-17.3pp | 4.60%-0.9pp | 28.90%-25.2pp |
| Employer contribution / active EE | $291 | $1,807-83.9% | $2,456-88.2% | $2,042-85.8% |
| Participant deferral / active EE | $1,586 | $2,943-46.1% | $3,547-55.3% | $3,169-50.0% |
| Admin fee / account holder | $501 | $468+7.1% | $5,417-90.8% | $479+4.5% |