Filed November 16, 2000
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,618 | $47,898+287.5% | $117,472+58.0% | $64,808+186.4% |
| Participation rate | 23.6% | 61.9%-38.3pp | 70.6%-47.0pp | 71.5%-47.8pp |
| Annual return | -17.43% | -15.54%-1.9pp | 29.74%-47.2pp | 32.82%-50.2pp |
| Employer contribution / active EE | $572 | $1,774-67.8% | $4,176-86.3% | $2,506-77.2% |
| Participant deferral / active EE | $2,566 | $3,151-18.6% | $4,070-37.0% | $4,310-40.5% |
| Admin fee / account holder | $24 | $132-81.7% | $5,645-99.6% | $188-87.1% |