Filed October 28, 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 | $168,035 | $100,041+68.0% | $149,718+12.2% | $70,131+139.6% |
| Participation rate | 98.9% | 83.6%+15.4pp | 87.1%+11.9pp | 69.5%+29.4pp |
| Annual return | 15.76% | 27.43%-11.7pp | 1501.63%-1485.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,354 | $3,662-35.7% | $5,445-56.8% | $2,342+0.5% |
| Participant deferral / active EE | $6,676 | $4,983+34.0% | $6,569+1.6% | $3,332+100.4% |
| Admin fee / account holder | $1,701 | $8,286-79.5% | $11,283-84.9% | $4,645-63.4% |