Filed December 22, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,236 | $66,302+283.4% | $110,238+130.6% | $56,287+351.7% |
| Participation rate | 98.1% | 74.9%+23.2pp | 79.8%+18.3pp | 69.9%+28.2pp |
| Annual return | 16.90% | -1.18%+18.1pp | 314.74%-297.8pp | -9.96%+26.9pp |
| Employer contribution / active EE | $14,874 | $2,047+626.6% | $3,826+288.7% | $2,111+604.6% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $12,845 | $698+1739.0% | $8,547+50.3% | $521+2365.8% |