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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,346 | $65,435-59.7% | $86,677-69.6% | $66,914-60.6% |
| Participation rate | 57.4% | 75.5%-18.1pp | 76.6%-19.2pp | 69.8%-12.4pp |
| Annual return | -16.64% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,279 | $2,153-40.6% | $2,836-54.9% | $2,544-49.7% |
| Participant deferral / active EE | $2,874 | $4,100-29.9% | $4,656-38.3% | $4,237-32.2% |
| Admin fee / account holder | $9 | $642-98.6% | $7,493-99.9% | $593-98.4% |