Filed October 10, 2002
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 9-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.
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $226,918-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 17.5%-17.5pp | 2.1%-2.1pp |
| Annual return | 5.72% | 9.14%-3.4pp | 9.49%-3.8pp | 9.14%-3.4pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $29,215-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $359-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $16,566-100.0% | $200-100.0% |