Filed November 19, 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.
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 | $59,813 | $44,221+35.3% | $121,196-50.6% | $56,287+6.3% |
| Participation rate | 67.4% | 61.1%+6.3pp | 71.7%-4.4pp | 69.9%-2.5pp |
| Annual return | -6.03% | -3.58%-2.4pp | 16.93%-23.0pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,100 | $1,480+41.9% | $4,022-47.8% | $2,111-0.5% |
| Participant deferral / active EE | $2,178 | $2,521-13.6% | $3,344-34.9% | $3,350-35.0% |
| Admin fee / account holder | $154 | $480-67.8% | $5,019-96.9% | $521-70.4% |