Filed October 21, 1999
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.
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 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 | $13,828 | $48,064-71.2% | $78,778-82.4% | $69,631-80.1% |
| Participation rate | 42.3% | 61.6%-19.2pp | 69.2%-26.9pp | 70.7%-28.4pp |
| Annual return | 17.65% | 21.81%-4.2pp | 35.62%-18.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $345 | $744-53.6% | $1,986-82.6% | $2,032-83.0% |
| Participant deferral / active EE | $498 | $2,079-76.1% | $2,958-83.2% | $3,224-84.6% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |