Filed October 23, 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.
Annual investment return 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 | $38,113 | $58,879-35.3% | $178,490-78.6% | $73,488-48.1% |
| Participation rate | 39.4% | 66.2%-26.8pp | 81.9%-42.5pp | 70.7%-31.3pp |
| Annual return | 9.75% | 24.86%-15.1pp | 151.07%-141.3pp | 28.51%-18.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,691 | $2,567-34.1% | $5,202-67.5% | $3,740-54.8% |
| Admin fee / account holder | $15 | $400-96.2% | $13,984-99.9% | $513-97.0% |