Filed September 22, 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 | $64,480 | $98,982-34.9% | $162,163-60.2% | $65,185-1.1% |
| Participation rate | 90.7% | 85.8%+4.9pp | 87.6%+3.1pp | 70.2%+20.5pp |
| Annual return | 33.46% | 24.84%+8.6pp | 115.59%-82.1pp | 29.38%+4.1pp |
| Employer contribution / active EE | $4,836 | $3,467+39.5% | $5,614-13.8% | $2,177+122.2% |
| Participant deferral / active EE | $6,905 | $5,384+28.2% | $7,298-5.4% | $3,514+96.5% |
| Admin fee / account holder | $7,831 | $596+1213.1% | $10,843-27.8% | $847+824.5% |