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 | $161,176 | $53,925+198.9% | $75,670+113.0% | $69,631+131.5% |
| Participation rate | 69.7% | 71.2%-1.5pp | 72.3%-2.6pp | 70.7%-1.0pp |
| Annual return | 18.93% | 17.84%+1.1pp | 27.34%-8.4pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $2,066 | $1,802+14.6% | $2,352-12.2% | $2,032+1.7% |
| Participant deferral / active EE | $4,330 | $2,569+68.5% | $3,142+37.8% | $3,224+34.3% |
| Admin fee / account holder | $3 | $97-97.0% | $5,800-99.9% | $110-97.3% |