Filed December 2, 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 | $72,815 | $68,408+6.4% | $57,179+27.3% | $57,658+26.3% |
| Participation rate | 44.4% | 79.1%-34.7pp | 75.3%-30.9pp | 70.2%-25.8pp |
| Annual return | 9.13% | 8.51%+0.6pp | 14.59%-5.5pp | 5.13%+4.0pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,261 | $2,903+12.3% | $3,096+5.3% | $3,061+6.6% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |