Filed July 23, 2002 (most recent of 2 filings on file)
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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,399 | $48,064-84.6% | $78,778-90.6% | $69,631-89.4% |
| Participation rate | 14.2% | 61.6%-47.3pp | 69.2%-55.0pp | 70.7%-56.4pp |
| Annual return | 24.26% | 21.81%+2.5pp | 35.62%-11.4pp | 27571.02%-27546.8pp |
| Employer contribution / active EE | $246 | $744-66.9% | $1,986-87.6% | $2,032-87.9% |
| Participant deferral / active EE | $329 | $2,079-84.2% | $2,958-88.9% | $3,224-89.8% |
| Admin fee / account holder | $8 | $152-94.9% | $5,134-99.8% | $110-92.9% |