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 | $83,725 | $58,627+42.8% | $76,735+9.1% | $82,448+1.5% |
| Participation rate | 97.4% | 63.2%+34.1pp | 69.5%+27.9pp | 68.1%+29.3pp |
| Annual return | 18.06% | 39.10%-21.0pp | 29.77%-11.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,838 | $1,729+6.3% | $2,454-25.1% | $2,551-28.0% |
| Participant deferral / active EE | $9,188 | $3,134+193.2% | $4,088+124.8% | $4,139+122.0% |
| Admin fee / account holder | $3,048 | $5,323-42.7% | $7,189-57.6% | $7,234-57.9% |