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 | $53,516+7.7% | $126,539-54.4% | $84,808-32.0% |
| Participation rate | 97.9% | 58.2%+39.7pp | 69.8%+28.1pp | 68.3%+29.6pp |
| Annual return | 14.49% | 58.34%-43.8pp | 425.95%-411.5pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,623 | $1,535+70.9% | $3,674-28.6% | $2,631-0.3% |
| Participant deferral / active EE | $3,818 | $2,671+43.0% | $4,083-6.5% | $4,212-9.3% |
| Admin fee / account holder | $2,199 | $4,497-51.1% | $6,065-63.7% | $7,344-70.1% |