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.
Participant 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 | $88,795 | $69,823+27.2% | $77,163+15.1% | $74,419+19.3% |
| Participation rate | 56.7% | 70.0%-13.3pp | 69.6%-12.9pp | 70.7%-14.0pp |
| Annual return | 18.58% | 19.98%-1.4pp | 37.87%-19.3pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,395 | $2,150+11.4% | $2,535-5.5% | $2,637-9.2% |
| Participant deferral / active EE | $657 | $3,558-81.5% | $3,833-82.9% | $4,528-85.5% |
| Admin fee / account holder | $0 | $398-100.0% | $5,472-100.0% | $348-100.0% |