Filed March 20, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,254 | $25,723-17.4% | $69,182-69.3% | $55,167-61.5% |
| Participation rate | 61.8% | 39.4%+22.4pp | 55.1%+6.7pp | 69.0%-7.2pp |
| Annual return | 6.38% | 9.56%-3.2pp | -21.93%+28.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $802 | $963-16.7% | $1,897-57.7% | $3,054-73.7% |
| Admin fee / account holder | $13 | $365-96.5% | $2,697-99.5% | $504-97.5% |