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 | $33,037 | $76,050-56.6% | $96,544-65.8% | $71,457-53.8% |
| Participation rate | 61.9% | 74.4%-12.5pp | 76.0%-14.0pp | 67.9%-6.0pp |
| Annual return | 19.15% | 22.81%-3.7pp | 25.84%-6.7pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,383 | $2,244-38.4% | $2,965-53.4% | $2,588-46.5% |
| Participant deferral / active EE | $3,050 | $4,215-27.6% | $4,851-37.1% | $4,289-28.9% |
| Admin fee / account holder | $7 | $2,707-99.7% | $8,252-99.9% | $1,587-99.6% |