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 | $89,158 | $63,259+40.9% | $178,490-50.0% | $93,223-4.4% |
| Participation rate | 68.4% | 72.1%-3.8pp | 81.9%-13.5pp | 74.9%-6.5pp |
| Annual return | 16.93% | 19.93%-3.0pp | 151.07%-134.1pp | 19.29%-2.4pp |
| Employer contribution / active EE | $962 | $1,865-48.4% | $5,011-80.8% | $2,680-64.1% |
| Participant deferral / active EE | $3,663 | $3,372+8.6% | $5,202-29.6% | $4,563-19.7% |
| Admin fee / account holder | $15 | $58-74.4% | $13,984-99.9% | $79-81.2% |