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.
Employer contribution per participant 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 | $86,626 | $56,503+53.3% | $70,092+23.6% | $64,808+33.7% |
| Participation rate | 53.1% | 70.5%-17.4pp | 70.5%-17.4pp | 71.5%-18.4pp |
| Annual return | -13.66% | -13.44%-0.2pp | 190.73%-204.4pp | 32.82%-46.5pp |
| Employer contribution / active EE | $651 | $2,046-68.2% | $2,559-74.5% | $2,506-74.0% |
| Participant deferral / active EE | $3,653 | $3,389+7.8% | $3,849-5.1% | $4,310-15.3% |
| Admin fee / account holder | $0 | $160-100.0% | $6,267-100.0% | $188-100.0% |