Filed December 4, 2000
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.
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.)
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 | $18,901 | $76,912-75.4% | $129,110-85.4% | $68,494-72.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -16.76% | -9.78%-7.0pp | -10.94%-5.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $727 | $3,243-77.6% | $5,052-85.6% | $2,596-72.0% |
| Participant deferral / active EE | $3,410 | $4,732-27.9% | $6,542-47.9% | $4,027-15.3% |
| Admin fee / account holder | $1,226 | $6,638-81.5% | $14,302-91.4% | $5,403-77.3% |