Filed June 7, 2000 (most recent of 2 filings on file)
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.
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 | $180,937 | $48,277+274.8% | $63,517+184.9% | $55,191+227.8% |
| Participation rate | 55.6% | 69.4%-13.8pp | 71.0%-15.4pp | 69.2%-13.5pp |
| Annual return | 2.28% | 2.37%-0.1pp | -70.30%+72.6pp | 10.78%-8.5pp |
| Employer contribution / active EE | $2,046 | $1,592+28.5% | $2,322-11.9% | $1,899+7.8% |
| Participant deferral / active EE | $4,311 | $2,432+77.3% | $2,953+46.0% | $3,046+41.5% |
| Admin fee / account holder | $4 | $86-95.4% | $5,892-99.9% | $91-95.7% |