Filed March 2, 2004 (most recent of 3 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 | $79,827 | $42,383+88.3% | $76,523+4.3% | $64,186+24.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -2.50% | -16.54%+14.0pp | -0.27%-2.2pp | 7.63%-10.1pp |
| Employer contribution / active EE | $3,754 | $1,563+140.2% | $2,647+41.8% | $2,381+57.7% |
| Participant deferral / active EE | $6,941 | $2,566+170.5% | $3,835+81.0% | $3,470+100.1% |
| Admin fee / account holder | $4,071 | $3,198+27.3% | $4,848-16.0% | $4,888-16.7% |