Filed October 18, 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 | $108,206 | $109,359-1.1% | $162,163-33.3% | $72,985+48.3% |
| Participation rate | 96.3% | 84.3%+12.0pp | 87.6%+8.7pp | 69.5%+26.8pp |
| Annual return | 22.43% | 25.46%-3.0pp | 115.59%-93.2pp | 81.00%-58.6pp |
| Employer contribution / active EE | $3,890 | $3,907-0.4% | $5,614-30.7% | $2,440+59.4% |
| Participant deferral / active EE | $3,133 | $5,481-42.8% | $7,298-57.1% | $3,607-13.2% |
| Admin fee / account holder | $2,473 | $7,972-69.0% | $10,843-77.2% | $5,124-51.7% |