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 | $57,018 | $43,110+32.3% | $156,549-63.6% | $65,292-12.7% |
| Participation rate | 63.3% | 69.3%-6.0pp | 84.0%-20.7pp | 72.4%-9.1pp |
| Annual return | 7.76% | 11.24%-3.5pp | 32.23%-24.5pp | 11.84%-4.1pp |
| Employer contribution / active EE | $705 | $1,702-58.6% | $5,501-87.2% | $2,302-69.4% |
| Participant deferral / active EE | $2,142 | $2,520-15.0% | $4,871-56.0% | $3,579-40.1% |
| Admin fee / account holder | $16 | $47-65.3% | $13,027-99.9% | $57-71.5% |