Filed May 27, 2003
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,674 | $51,197-14.7% | $82,719-47.2% | $66,914-34.7% |
| Participation rate | 63.8% | 67.8%-4.0pp | 72.6%-8.7pp | 69.8%-6.0pp |
| Annual return | -15.44% | -9.64%-5.8pp | 701.18%-716.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,159 | $3,458+49.2% | $4,395+17.4% | $4,237+21.8% |
| Admin fee / account holder | $0 | $416-99.9% | $5,329-100.0% | $593-99.9% |