Filed September 28, 1999
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 9-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,068 | $63,905+3.4% | $74,183-10.9% | $57,658+14.6% |
| Participation rate | 67.7% | 79.8%-12.1pp | 76.6%-8.9pp | 70.2%-2.6pp |
| Annual return | 8.36% | 60.60%-52.2pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,146 | $1,840-37.7% | $2,370-51.7% | $1,974-41.9% |
| Participant deferral / active EE | $3,676 | $3,448+6.6% | $3,550+3.6% | $3,061+20.1% |
| Admin fee / account holder | $3 | $91-96.2% | $5,586-99.9% | $95-96.3% |