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 | $16,076 | $54,573-70.5% | $90,951-82.3% | $73,488-78.1% |
| Participation rate | 24.8% | 61.2%-36.4pp | 69.0%-44.3pp | 70.7%-45.9pp |
| Annual return | 16.35% | 16.69%-0.3pp | 134.60%-118.2pp | 28.51%-12.2pp |
| Employer contribution / active EE | $340 | $991-65.7% | $2,122-84.0% | $2,270-85.0% |
| Participant deferral / active EE | $451 | $2,517-82.1% | $3,373-86.6% | $3,740-87.9% |
| Admin fee / account holder | $37 | $521-92.8% | $5,959-99.4% | $513-92.7% |