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 | $106,937 | $87,841+21.7% | $133,980-20.2% | $62,891+70.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.50% | 12.05%-5.6pp | 29.30%-22.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $5,956 | $3,483+71.0% | $5,211+14.3% | $2,281+161.1% |
| Participant deferral / active EE | $4,464 | $4,812-7.2% | $6,282-28.9% | $3,203+39.4% |
| Admin fee / account holder | $11,010 | $5,371+105.0% | $9,324+18.1% | $4,296+156.3% |