Filed April 18, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $99,835 | $109,359-8.7% | $162,163-38.4% | $72,985+36.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 10.41% | 25.46%-15.0pp | 115.59%-105.2pp | 81.00%-70.6pp |
| Employer contribution / active EE | $5,694 | $3,907+45.7% | $5,614+1.4% | $2,440+133.4% |
| Participant deferral / active EE | $1,711 | $5,481-68.8% | $7,298-76.6% | $3,607-52.6% |
| Admin fee / account holder | $1,470 | $7,972-81.6% | $10,843-86.4% | $5,124-71.3% |