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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,163 | $66,528+181.3% | $86,874+115.4% | $86,799+115.6% |
| Participation rate | 69.1% | 72.4%-3.2pp | 71.6%-2.5pp | 72.3%-3.2pp |
| Annual return | 16.10% | 19.56%-3.5pp | 63.52%-47.4pp | 97.91%-81.8pp |
| Employer contribution / active EE | $2,399 | $2,007+19.5% | $2,495-3.9% | $2,405-0.3% |
| Participant deferral / active EE | $5,053 | $3,240+56.0% | $3,699+36.6% | $4,131+22.3% |
| Admin fee / account holder | $2 | $148-98.7% | $5,828-100.0% | $170-98.8% |