Filed October 19, 2004 (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 | $177,973 | $69,010+157.9% | $159,960+11.3% | $68,494+159.8% |
| Participation rate | 91.1% | 65.4%+25.7pp | 78.0%+13.1pp | 67.9%+23.2pp |
| Annual return | -17.65% | -9.65%-8.0pp | 408.60%-426.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $15,150 | $2,213+584.5% | $4,226+258.5% | $2,596+483.5% |
| Participant deferral / active EE | $13,766 | $4,212+226.8% | $6,182+122.7% | $4,027+241.8% |
| Admin fee / account holder | $1,287 | $4,798-73.2% | $8,698-85.2% | $5,403-76.2% |