Filed April 8, 2005
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 | $57,651 | $52,353+10.1% | $120,225-52.0% | $82,448-30.1% |
| Participation rate | 97.9% | 58.3%+39.6pp | 69.6%+28.3pp | 68.1%+29.8pp |
| Annual return | 14.49% | 61.85%-47.4pp | 439.23%-424.7pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,623 | $1,510+73.7% | $3,475-24.5% | $2,551+2.8% |
| Participant deferral / active EE | $3,818 | $2,627+45.4% | $3,999-4.5% | $4,139-7.8% |
| Admin fee / account holder | $2,199 | $4,363-49.6% | $5,696-61.4% | $7,234-69.6% |