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 | $58,103 | $79,171-26.6% | $102,423-43.3% | $74,495-22.0% |
| Participation rate | 59.3% | 74.8%-15.5pp | 76.5%-17.2pp | 67.2%-7.9pp |
| Annual return | 15.77% | 54.93%-39.2pp | 29.32%-13.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,694 | $2,362-28.3% | $3,023-44.0% | $2,623-35.4% |
| Participant deferral / active EE | $3,620 | $4,415-18.0% | $5,053-28.4% | $4,346-16.7% |
| Admin fee / account holder | $21 | $2,001-99.0% | $9,451-99.8% | $1,942-98.9% |