Filed December 23, 1996
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.
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 | $101,018 | $89,769+12.5% | $76,768+31.6% | - |
| Participation rate | 63.6% | 75.1%-11.4pp | 77.0%-13.3pp | - |
| Annual return | -6.44% | -5.73%-0.7pp | 2.43%-8.9pp | - |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,485-100.0% | - |
| Participant deferral / active EE | $2,544 | $3,196-20.4% | $3,852-33.9% | - |
| Admin fee / account holder | $55 | $4,068-98.7% | $6,675-99.2% | - |