Filed January 4, 2002
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $460,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,123 | $67,512-8.0% | $185,823-66.6% | $93,030-33.2% |
| Participation rate | 60.7% | 67.1%-6.4pp | 81.7%-21.0pp | 73.9%-13.2pp |
| Annual return | 12.54% | 21.04%-8.5pp | 122.05%-109.5pp | 158.70%-146.2pp |
| Employer contribution / active EE | $1,055 | $1,783-40.8% | $5,167-79.6% | $2,706-61.0% |
| Participant deferral / active EE | $3,468 | $3,035+14.2% | $5,568-37.7% | $4,562-24.0% |
| Admin fee / account holder | $126 | $318-60.5% | $16,237-99.2% | $152-17.2% |