Filed November 7, 2000 (most recent of 2 filings on file)
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 | $91,824 | $109,359-16.0% | $162,163-43.4% | $72,985+25.8% |
| Participation rate | 98.2% | 84.3%+14.0pp | 87.6%+10.7pp | 69.5%+28.8pp |
| Annual return | 21.61% | 25.46%-3.9pp | 115.59%-94.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $5,560 | $3,907+42.3% | $5,614-1.0% | $2,440+127.9% |
| Participant deferral / active EE | $6,730 | $5,481+22.8% | $7,298-7.8% | $3,607+86.5% |
| Admin fee / account holder | $8,480 | $7,972+6.4% | $10,843-21.8% | $5,124+65.5% |