Filed September 1, 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 7-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,729 | $84,936-54.4% | $111,297-65.2% | $79,386-51.2% |
| Participation rate | 61.9% | 75.9%-13.9pp | 77.3%-15.4pp | 70.7%-8.8pp |
| Annual return | 17.09% | 17.45%-0.4pp | 54.65%-37.6pp | 116.85%-99.8pp |
| Employer contribution / active EE | $1,269 | $1,979-35.9% | $2,731-53.5% | $2,427-47.7% |
| Participant deferral / active EE | $2,856 | $3,888-26.6% | $4,487-36.4% | $4,046-29.4% |
| Admin fee / account holder | $15 | $537-97.1% | $7,964-99.8% | $626-97.5% |