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 | $60,892+37.5% | $82,389+1.6% | $84,808-1.3% |
| Participation rate | 97.4% | 63.3%+34.1pp | 69.5%+27.8pp | 68.3%+29.1pp |
| Annual return | 18.06% | 37.29%-19.2pp | 28.67%-10.6pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,838 | $1,779+3.3% | $2,517-27.0% | $2,631-30.2% |
| Participant deferral / active EE | $9,188 | $3,179+189.0% | $4,155+121.1% | $4,212+118.2% |
| Admin fee / account holder | $3,048 | $5,467-44.2% | $7,231-57.8% | $7,344-58.5% |