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 | $60,684 | $58,208+4.3% | $81,812-25.8% | $80,856-24.9% |
| Participation rate | 94.5% | 63.4%+31.1pp | 72.3%+22.2pp | 67.6%+26.9pp |
| Annual return | 12.70% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $724 | $2,340-69.1% | $2,912-75.1% | $2,755-73.7% |
| Participant deferral / active EE | $3,629 | $3,281+10.6% | $4,319-16.0% | $4,296-15.5% |
| Admin fee / account holder | $10,140 | $4,981+103.6% | $7,386+37.3% | $6,918+46.6% |