Filed February 11, 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.
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 | $159,099 | $136,307+16.7% | $177,821-10.5% | $73,488+116.5% |
| Participation rate | 93.5% | 86.1%+7.4pp | 87.7%+5.8pp | 70.7%+22.8pp |
| Annual return | 20.19% | 18.68%+1.5pp | 48.32%-28.1pp | 28.51%-8.3pp |
| Employer contribution / active EE | $4,718 | $3,712+27.1% | $5,918-20.3% | $2,270+107.8% |
| Participant deferral / active EE | $4,418 | $5,829-24.2% | $7,714-42.7% | $3,740+18.1% |
| Admin fee / account holder | $7,219 | $596+1112.2% | $12,427-41.9% | $513+1307.1% |