Filed February 20, 2005
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 | $56,977 | $56,629+0.6% | $77,999-27.0% | $55,167+3.3% |
| Participation rate | 85.0% | 73.3%+11.7pp | 75.5%+9.5pp | 69.0%+16.1pp |
| Annual return | 6.92% | 2866.98%-2860.1pp | 425.96%-419.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,347 | $1,723-21.8% | $2,470-45.5% | $1,963-31.3% |
| Participant deferral / active EE | $4,257 | $2,777+53.3% | $3,497+21.7% | $3,054+39.4% |
| Admin fee / account holder | $4,610 | $467+888.2% | $5,480-15.9% | $504+814.9% |