Filed October 1, 2003
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 | $22,314 | $62,324-64.2% | $68,509-67.4% | $55,191-59.6% |
| Participation rate | 55.6% | 78.9%-23.3pp | 74.7%-19.1pp | 69.2%-13.6pp |
| Annual return | -0.92% | 4.26%-5.2pp | 8.27%-9.2pp | 10.78%-11.7pp |
| Employer contribution / active EE | $745 | $2,223-66.5% | $2,278-67.3% | $1,899-60.8% |
| Participant deferral / active EE | $1,058 | $3,425-69.1% | $3,382-68.7% | $3,046-65.3% |
| Admin fee / account holder | $117 | $91+27.6% | $5,275-97.8% | $91+28.4% |