Filed November 15, 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 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 | $131,710 | $63,924+106.0% | $108,579+21.3% | $55,167+138.7% |
| Participation rate | 98.0% | 74.3%+23.7pp | 79.6%+18.4pp | 69.0%+29.0pp |
| Annual return | 8.35% | 15.31%-7.0pp | -51.70%+60.0pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,826 | $1,879-2.8% | $3,758-51.4% | $1,963-7.0% |
| Participant deferral / active EE | $7,068 | $3,067+130.5% | $4,311+63.9% | $3,054+131.4% |
| Admin fee / account holder | $2,554 | $618+313.5% | $7,645-66.6% | $504+406.8% |