Filed January 4, 2005 (most recent of 2 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 | $191,336 | $78,705+143.1% | $117,854+62.3% | $70,131+172.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.76% | 23.30%-6.5pp | 335.08%-318.3pp | 73.14%-56.4pp |
| Employer contribution / active EE | $10,634 | $2,223+378.3% | $3,786+180.9% | $2,342+354.0% |
| Participant deferral / active EE | $8,138 | $3,297+146.8% | $4,482+81.6% | $3,332+144.2% |
| Admin fee / account holder | $11,065 | $5,065+118.4% | $8,020+38.0% | $4,645+138.2% |