Filed November 16, 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 7-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 | $131,000 | $81,460+60.8% | $103,333+26.8% | $80,856+62.0% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 13.71% | 25.55%-11.8pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,410 | $3,105+9.8% | $3,868-11.8% | $2,755+23.8% |
| Participant deferral / active EE | $10,875 | $3,869+181.1% | $5,057+115.0% | $4,296+153.2% |
| Admin fee / account holder | $11,321 | $6,566+72.4% | $8,355+35.5% | $6,918+63.6% |