Filed November 9, 2000
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,910 | $59,417-12.6% | $93,606-44.5% | $74,495-30.3% |
| Participation rate | 66.0% | 59.7%+6.3pp | 68.7%-2.7pp | 67.2%-1.2pp |
| Annual return | 14.09% | 81.83%-67.7pp | 133.20%-119.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $263 | $1,264-79.2% | $2,420-89.1% | $2,623-90.0% |
| Participant deferral / active EE | $1,630 | $3,050-46.6% | $4,411-63.1% | $4,346-62.5% |
| Admin fee / account holder | $271 | $3,021-91.0% | $8,285-96.7% | $1,942-86.0% |