Filed January 9, 2003
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,024 | $77,899-35.8% | $149,673-66.6% | $75,163-33.4% |
| Participation rate | 67.9% | 65.6%+2.3pp | 78.8%-10.8pp | 67.2%+0.7pp |
| Annual return | 9.41% | 31.72%-22.3pp | 134.42%-125.0pp | 160.62%-151.2pp |
| Employer contribution / active EE | $1,263 | $3,137-59.8% | $4,818-73.8% | $2,670-52.7% |
| Participant deferral / active EE | $2,890 | $3,411-15.3% | $5,680-49.1% | $4,125-29.9% |
| Admin fee / account holder | $5 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |