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 | $105,205 | $64,707+62.6% | $112,228-6.3% | $68,494+53.6% |
| Participation rate | 98.8% | 67.2%+31.6pp | 75.1%+23.7pp | 67.9%+30.9pp |
| Annual return | -16.12% | -11.40%-4.7pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,577 | $2,746+66.7% | $3,635+25.9% | $2,596+76.3% |
| Participant deferral / active EE | $7,775 | $3,565+118.1% | $4,728+64.5% | $4,027+93.1% |
| Admin fee / account holder | $2,687 | $5,232-48.6% | $6,410-58.1% | $5,403-50.3% |