Filed October 22, 2004
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 5-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 | $90,827 | $39,122+132.2% | $57,179+58.8% | $62,891+44.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.22% | 9.23%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $4,311 | $1,874+130.1% | $2,682+60.7% | $2,281+89.0% |
| Participant deferral / active EE | $2,205 | $2,374-7.1% | $3,096-28.8% | $3,203-31.2% |
| Admin fee / account holder | $15,655 | $2,592+504.0% | $3,139+398.7% | $4,296+264.4% |