Filed December 29, 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 | $99,019 | $101,724-2.7% | $164,813-39.9% | $80,856+22.5% |
| Participation rate | 98.7% | 71.8%+26.9pp | 78.6%+20.1pp | 67.6%+31.0pp |
| Annual return | 17.18% | 16.72%+0.5pp | 69.93%-52.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $3,768 | $2,953+27.6% | $4,341-13.2% | $2,755+36.8% |
| Participant deferral / active EE | $8,505 | $4,477+90.0% | $6,031+41.0% | $4,296+98.0% |
| Admin fee / account holder | $5,742 | $8,227-30.2% | $12,690-54.8% | $6,918-17.0% |