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 | $58,688 | $72,492-19.0% | $87,100-32.6% | $72,985-19.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.70% | 24.46%-0.8pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,747 | $1,894+45.0% | $2,521+8.9% | $2,440+12.6% |
| Participant deferral / active EE | $3,695 | $3,270+13.0% | $4,049-8.7% | $3,607+2.4% |
| Admin fee / account holder | $6,730 | $5,055+33.1% | $7,497-10.2% | $5,124+31.3% |