Filed January 23, 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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,349 | $49,227-52.6% | $70,449-66.9% | $79,858-70.8% |
| Participation rate | 66.3% | 69.2%-2.9pp | 75.1%-8.7pp | 69.6%-3.3pp |
| Annual return | 2.07% | 30.06%-28.0pp | 109.03%-107.0pp | 31.71%-29.6pp |
| Employer contribution / active EE | $1,268 | $2,099-39.6% | $2,737-53.7% | $2,471-48.7% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $161 | $2,878-94.4% | $3,845-95.8% | $5,306-97.0% |