Filed August 16, 2004 (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 | $172,389 | $125,758+37.1% | $169,993+1.4% | $75,163+129.4% |
| Participation rate | 96.5% | 83.6%+12.9pp | 87.0%+9.5pp | 67.2%+29.3pp |
| Annual return | 20.83% | 27.20%-6.4pp | 53.37%-32.5pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,871 | $4,615-16.1% | $6,785-43.0% | $2,670+45.0% |
| Participant deferral / active EE | $5,496 | $6,837-19.6% | $10,408-47.2% | $4,125+33.2% |
| Admin fee / account holder | $10,839 | $8,173+32.6% | $12,815-15.4% | $5,651+91.8% |