Filed August 28, 2003
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.
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 | $51,205 | $117,928-56.6% | $77,999-34.4% | $65,292-21.6% |
| Participation rate | 77.3% | 85.6%-8.3pp | 75.5%+1.8pp | 72.4%+4.9pp |
| Annual return | 10.06% | 11.37%-1.3pp | 425.96%-415.9pp | 11.84%-1.8pp |
| Employer contribution / active EE | $2,603 | $3,999-34.9% | $2,470+5.4% | $2,302+13.1% |
| Participant deferral / active EE | $2,592 | $5,945-56.4% | $3,497-25.9% | $3,579-27.6% |
| Admin fee / account holder | $0 | $66-100.0% | $5,480-100.0% | $57-100.0% |