Filed January 5, 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 | $63,394 | $78,672-19.4% | $109,143-41.9% | $85,850-26.2% |
| Participation rate | 91.8% | 68.3%+23.5pp | 75.9%+15.9pp | 69.3%+22.5pp |
| Annual return | 14.67% | 25.09%-10.4pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,165 | $2,735-20.8% | $3,722-41.8% | $2,565-15.6% |
| Participant deferral / active EE | $7,494 | $3,467+116.1% | $4,653+61.1% | $3,952+89.6% |
| Admin fee / account holder | $4,546 | $5,469-16.9% | $6,752-32.7% | $6,260-27.4% |