Filed July 20, 2005 (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 | $124,812 | $67,606+84.6% | $82,313+51.6% | $70,131+78.0% |
| Participation rate | 94.5% | 72.8%+21.7pp | 76.9%+17.6pp | 69.5%+25.0pp |
| Annual return | 20.71% | 21.57%-0.9pp | 25.88%-5.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $5,962 | $1,755+239.7% | $2,428+145.5% | $2,342+154.5% |
| Participant deferral / active EE | $6,846 | $2,987+129.2% | $3,706+84.7% | $3,332+105.5% |
| Admin fee / account holder | $6,853 | $4,512+51.9% | $5,608+22.2% | $4,645+47.5% |