Filed March 1, 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 7-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 | $49,422 | $53,516-7.6% | $126,539-60.9% | $84,808-41.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 22.60% | 58.34%-35.7pp | 425.95%-403.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $3,498 | $1,535+127.9% | $3,674-4.8% | $2,631+32.9% |
| Participant deferral / active EE | $5,048 | $2,671+89.0% | $4,083+23.6% | $4,212+19.9% |
| Admin fee / account holder | $6,127 | $4,497+36.3% | $6,065+1.0% | $7,344-16.6% |