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 4-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,753 | $59,584-82.0% | $86,874-87.6% | $79,386-86.5% |
| Participation rate | 99.5% | 67.7%+31.8pp | 71.6%+27.8pp | 70.7%+28.8pp |
| Annual return | 0.00% | 23.15%-23.1pp | 63.52%-63.5pp | 116.85%-116.9pp |
| Employer contribution / active EE | $5,405 | $1,768+205.8% | $2,495+116.6% | $2,427+122.7% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $5,376 | $604+789.8% | $5,828-7.8% | $626+758.2% |