Filed May 20, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,012 | $188,991-80.4% | $103,464-64.2% | $199,768-81.5% |
| Participation rate | 71.1% | 93.2%-22.1pp | 80.5%-9.5pp | 72.0%-1.0pp |
| Annual return | 22.03% | 15.75%+6.3pp | 23.91%-1.9pp | 34.26%-12.2pp |
| Employer contribution / active EE | $0 | $6,583-100.0% | $4,677-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $0 | $10,334-100.0% | $6,624-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $9,410-100.0% | $269-100.0% |