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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,502 | $53,925+6.6% | $75,670-24.0% | $69,631-17.4% |
| Participation rate | 69.3% | 71.2%-1.9pp | 72.3%-3.0pp | 70.7%-1.3pp |
| Annual return | 13.08% | 17.84%-4.8pp | 27.34%-14.3pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $653 | $1,802-63.8% | $2,352-72.2% | $2,032-67.9% |
| Participant deferral / active EE | $2,042 | $2,569-20.5% | $3,142-35.0% | $3,224-36.6% |
| Admin fee / account holder | $6 | $97-93.9% | $5,800-99.9% | $110-94.6% |