Filed December 1, 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 4-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 | $22,530 | $31,310-28.0% | $53,898-58.2% | $74,304-69.7% |
| Participation rate | 92.1% | 30.7%+61.5pp | 55.0%+37.2pp | 60.3%+31.8pp |
| Annual return | 15.36% | 23.16%-7.8pp | 528.60%-513.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $786 | $450+74.7% | $932-15.7% | $2,241-64.9% |
| Participant deferral / active EE | $2,345 | $934+151.0% | $1,826+28.4% | $3,767-37.8% |
| Admin fee / account holder | $1,706 | $2,175-21.6% | $2,491-31.5% | $2,969-42.6% |