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 | $14,498 | $40,174-63.9% | $84,015-82.7% | $67,579-78.5% |
| Participation rate | 38.2% | 62.7%-24.5pp | 69.0%-30.8pp | 71.3%-33.1pp |
| Annual return | 22.24% | 25.82%-3.6pp | 71.31%-49.1pp | 378.56%-356.3pp |
| Employer contribution / active EE | $345 | $808-57.3% | $1,983-82.6% | $2,148-83.9% |
| Participant deferral / active EE | $523 | $2,301-77.3% | $3,239-83.9% | $3,539-85.2% |
| Admin fee / account holder | $0 | $128-100.0% | $6,101-100.0% | $142-100.0% |