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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,795 | $46,722-59.8% | $130,648-85.6% | $65,185-71.2% |
| Participation rate | 68.0% | 60.9%+7.0pp | 71.7%-3.8pp | 70.2%-2.2pp |
| Annual return | 16.10% | 24.17%-8.1pp | 1708.96%-1692.9pp | 29.38%-13.3pp |
| Employer contribution / active EE | $737 | $1,488-50.4% | $4,092-82.0% | $2,177-66.1% |
| Participant deferral / active EE | $2,518 | $2,545-1.1% | $3,603-30.1% | $3,514-28.3% |
| Admin fee / account holder | $35 | $453-92.4% | $5,464-99.4% | $847-95.9% |