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 | $119,472 | $125,758-5.0% | $169,993-29.7% | $75,163+58.9% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.0%+11.5pp | 67.2%+31.3pp |
| Annual return | 16.75% | 27.20%-10.5pp | 53.37%-36.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $6,861 | $4,615+48.7% | $6,785+1.1% | $2,670+157.0% |
| Participant deferral / active EE | $7,801 | $6,837+14.1% | $10,408-25.0% | $4,125+89.1% |
| Admin fee / account holder | $5,564 | $8,173-31.9% | $12,815-56.6% | $5,651-1.5% |