Filed October 18, 2004 (most recent of 2 filings on file)
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 | $58,734 | $76,552-23.3% | $123,892-52.6% | $62,891-6.6% |
| Participation rate | 93.6% | 73.0%+20.6pp | 81.4%+12.2pp | 69.3%+24.3pp |
| Annual return | 10.27% | 18.68%-8.4pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $2,005 | $2,883-30.4% | $4,617-56.6% | $2,281-12.1% |
| Participant deferral / active EE | $6,304 | $4,840+30.2% | $5,984+5.3% | $3,203+96.8% |
| Admin fee / account holder | $1,450 | $4,826-70.0% | $8,357-82.7% | $4,296-66.2% |