Filed October 18, 2004 (most recent of 4 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 | $188,886 | $43,327+336.0% | $59,878+215.5% | $64,186+194.3% |
| Participation rate | 95.6% | 69.2%+26.4pp | 74.7%+20.9pp | 69.6%+26.0pp |
| Annual return | -3.91% | -1.55%-2.4pp | 3.46%-7.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $9,374 | $2,028+362.1% | $2,722+244.4% | $2,381+293.7% |
| Participant deferral / active EE | $4,211 | $2,546+65.4% | $3,402+23.8% | $3,470+21.4% |
| Admin fee / account holder | $4,089 | $3,005+36.1% | $3,590+13.9% | $4,888-16.3% |