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 | $63,770+218.9% | $71,209+185.6% | $102,872+97.7% |
| Participation rate | 58.1% | 61.0%-2.9pp | 73.8%-15.6pp | 73.0%-14.9pp |
| Annual return | 16.41% | 16.01%+0.4pp | 282.51%-266.1pp | 19.06%-2.6pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $2,721-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $6,943 | $3,587+93.6% | $4,175+66.3% | $5,535+25.4% |
| Admin fee / account holder | $38 | $220-82.7% | $5,349-99.3% | $292-87.0% |