Filed January 30, 2001
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 | $97,328 | $109,359-11.0% | $162,163-40.0% | $72,985+33.4% |
| Participation rate | 98.9% | 84.3%+14.6pp | 87.6%+11.3pp | 69.5%+29.4pp |
| Annual return | 17.52% | 25.46%-7.9pp | 115.59%-98.1pp | 81.00%-63.5pp |
| Employer contribution / active EE | $4,328 | $3,907+10.8% | $5,614-22.9% | $2,440+77.4% |
| Participant deferral / active EE | $6,306 | $5,481+15.0% | $7,298-13.6% | $3,607+74.8% |
| Admin fee / account holder | $9,552 | $7,972+19.8% | $10,843-11.9% | $5,124+86.4% |