Filed February 23, 2005
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $454,077 | $84,233+439.1% | $170,442+166.4% | $70,131+547.5% |
| Participation rate | 94.8% | 70.8%+24.0pp | 83.6%+11.2pp | 69.5%+25.3pp |
| Annual return | 14.43% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $17,595 | $3,387+419.5% | $5,433+223.9% | $2,342+651.1% |
| Participant deferral / active EE | $12,087 | $3,086+291.7% | $4,939+144.7% | $3,332+262.8% |
| Admin fee / account holder | $15,568 | $5,698+173.2% | $13,880+12.2% | $4,645+235.1% |