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 | $143,453 | $76,000+88.8% | $154,107-6.9% | $64,186+123.5% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.3pp |
| Annual return | 6.97% | 30.32%-23.3pp | 735.12%-728.1pp | 7.63%-0.7pp |
| Employer contribution / active EE | $2,874 | $3,351-14.2% | $5,298-45.7% | $2,381+20.7% |
| Participant deferral / active EE | $6,399 | $3,175+101.5% | $5,081+26.0% | $3,470+84.4% |
| Admin fee / account holder | $4,205 | $5,596-24.9% | $13,411-68.6% | $4,888-14.0% |