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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $46,444 |
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 | $135,854 | $130,194+4.3% | $169,993-20.1% | $71,457+90.1% |
| Participation rate | 95.3% | 86.1%+9.1pp | 87.0%+8.3pp | 67.9%+27.4pp |
| Annual return | 10.92% | 20.37%-9.4pp | 53.37%-42.5pp | 28.85%-17.9pp |
| Employer contribution / active EE | $4,675 | $4,381+6.7% | $6,785-31.1% | $2,588+80.7% |
| Participant deferral / active EE | $4,742 | $6,923-31.5% | $10,408-54.4% | $4,289+10.6% |
| Admin fee / account holder | $359 | $966-62.8% | $12,815-97.2% | $1,587-77.4% |