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 3-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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,034 | $99,078+140.3% | $96,544+146.6% | $74,419+219.9% |
| Participation rate | 99.3% | 80.7%+18.6pp | 76.0%+23.3pp | 70.7%+28.5pp |
| Annual return | -40.13% | 22.48%-62.6pp | 25.84%-66.0pp | 34.38%-74.5pp |
| Employer contribution / active EE | $67,265 | $2,570+2517.1% | $2,965+2168.7% | $2,637+2450.5% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $7,554 | $225+3262.3% | $8,252-8.5% | $348+2071.6% |