Filed October 18, 2004 (most recent of 3 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 | $67,723 | $94,529-28.4% | $140,016-51.6% | $64,186+5.5% |
| Participation rate | 94.1% | 84.1%+10.0pp | 87.5%+6.6pp | 69.6%+24.5pp |
| Annual return | 7.60% | 7.77%-0.2pp | 651.12%-643.5pp | 7.63%0pp |
| Employer contribution / active EE | $3,126 | $3,812-18.0% | $5,606-44.2% | $2,381+31.3% |
| Participant deferral / active EE | $3,445 | $5,250-34.4% | $6,927-50.3% | $3,470-0.7% |
| Admin fee / account holder | $2,709 | $6,741-59.8% | $10,705-74.7% | $4,888-44.6% |