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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,588 | $49,138-70.3% | $84,015-82.6% | $65,185-77.6% |
| Participation rate | 24.0% | 60.7%-36.8pp | 69.0%-45.1pp | 70.2%-46.2pp |
| Annual return | 24.08% | 23.00%+1.1pp | 71.31%-47.2pp | 29.38%-5.3pp |
| Employer contribution / active EE | $444 | $914-51.4% | $1,983-77.6% | $2,177-79.6% |
| Participant deferral / active EE | $573 | $2,397-76.1% | $3,239-82.3% | $3,514-83.7% |
| Admin fee / account holder | $92 | $543-83.1% | $6,101-98.5% | $847-89.2% |