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 | $95,363 | $110,094-13.4% | $151,611-37.1% | $68,494+39.2% |
| Participation rate | 93.1% | 84.0%+9.1pp | 87.5%+5.6pp | 67.9%+25.2pp |
| Annual return | -17.09% | -10.12%-7.0pp | 3.33%-20.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $5,452 | $4,471+22.0% | $6,166-11.6% | $2,596+110.0% |
| Participant deferral / active EE | $4,842 | $6,527-25.8% | $8,363-42.1% | $4,027+20.2% |
| Admin fee / account holder | $12,317 | $7,719+59.6% | $11,616+6.0% | $5,403+128.0% |