Filed December 1, 2003 (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 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,063 | $136,310-98.5% | $98,439-97.9% | $103,482-98.0% |
| Participation rate | 59.5% | 89.2%-29.7pp | 75.2%-15.6pp | 73.3%-13.8pp |
| Annual return | 24.86% | 19.67%+5.2pp | 21.16%+3.7pp | 33.11%-8.2pp |
| Employer contribution / active EE | $0 | $4,714-100.0% | $3,048-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $0 | $7,358-100.0% | $4,738-100.0% | $5,207-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $8,948-100.0% | $114-100.0% |