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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,354 | $56,734+258.4% | $68,368+197.4% | $103,975+95.6% |
| Participation rate | 58.1% | 61.6%-3.4pp | 73.8%-15.6pp | 72.5%-14.4pp |
| Annual return | 16.41% | 13.73%+2.7pp | 292.57%-276.2pp | 19.41%-3.0pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,649-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $6,943 | $2,940+136.1% | $4,123+68.4% | $5,343+30.0% |
| Admin fee / account holder | $38 | $263-85.6% | $5,150-99.3% | $332-88.6% |