Filed February 20, 2002 (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 7-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 | $57,920 | $63,964-9.4% | $147,614-60.8% | $67,505-14.2% |
| Participation rate | 61.4% | 68.6%-7.2pp | 84.6%-23.2pp | 71.2%-9.8pp |
| Annual return | 1.09% | 9.05%-8.0pp | 61.98%-60.9pp | 6.52%-5.4pp |
| Employer contribution / active EE | $663 | $1,618-59.0% | $5,564-88.1% | $2,173-69.5% |
| Participant deferral / active EE | $2,031 | $2,589-21.5% | $4,895-58.5% | $3,597-43.5% |
| Admin fee / account holder | $17 | $43-61.4% | $11,611-99.9% | $56-70.6% |