Filed December 31, 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 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,378 | $43,723-67.1% | $121,196-88.1% | $64,186-77.6% |
| Participation rate | 69.8% | 58.3%+11.5pp | 71.7%-2.0pp | 69.6%+0.2pp |
| Annual return | -6.01% | 68.91%-74.9pp | 16.93%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $699 | $1,296-46.1% | $4,022-82.6% | $2,381-70.6% |
| Participant deferral / active EE | $2,401 | $2,280+5.3% | $3,344-28.2% | $3,470-30.8% |
| Admin fee / account holder | $30 | $3,501-99.1% | $5,019-99.4% | $4,888-99.4% |