Filed August 1, 1996 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,950 | $80,354-19.2% | $133,980-51.5% | $63,975+1.5% |
| Participation rate | 29.8% | 87.5%-57.7pp | 87.1%-57.2pp | 71.1%-41.3pp |
| Annual return | 8.05% | 13.11%-5.1pp | 29.30%-21.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $0 | $3,503-100.0% | $5,211-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,155 | $5,239-58.9% | $6,282-65.7% | $3,356-35.8% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |