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 | $215,858 | $48,076+349.0% | $78,689+174.3% | $62,891+243.2% |
| Participation rate | 91.7% | 65.2%+26.5pp | 73.6%+18.1pp | 69.3%+22.4pp |
| Annual return | 14.00% | 31.35%-17.4pp | 62.18%-48.2pp | 20.14%-6.1pp |
| Employer contribution / active EE | $18,240 | $2,015+805.4% | $2,851+539.9% | $2,281+699.7% |
| Participant deferral / active EE | $10,722 | $2,588+314.3% | $3,517+204.9% | $3,203+234.8% |
| Admin fee / account holder | $18,794 | $3,207+486.0% | $4,510+316.7% | $4,296+337.5% |