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 | $67,971 | $47,648+42.7% | $130,648-48.0% | $67,579+0.6% |
| Participation rate | 57.7% | 60.4%-2.8pp | 71.7%-14.1pp | 71.3%-13.6pp |
| Annual return | 20.53% | 25.73%-5.2pp | 1708.96%-1688.4pp | 378.56%-358.0pp |
| Employer contribution / active EE | $1,953 | $1,408+38.7% | $4,092-52.3% | $2,148-9.1% |
| Participant deferral / active EE | $1,898 | $2,616-27.4% | $3,603-47.3% | $3,539-46.4% |
| Admin fee / account holder | $169 | $105+61.4% | $5,464-96.9% | $142+19.1% |