Filed July 31, 1995 (most recent of 3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,461 | $65,292+210.1% | $80,975+150.0% | $65,292+210.1% |
| Participation rate | 68.5% | 72.4%-3.9pp | 75.8%-7.3pp | 72.4%-3.9pp |
| Annual return | 7.40% | 11.84%-4.4pp | 17.10%-9.7pp | 11.84%-4.4pp |
| Employer contribution / active EE | $9,184 | $2,302+299.0% | $3,714+147.2% | $2,302+299.0% |
| Participant deferral / active EE | $9,843 | $3,579+175.1% | $5,696+72.8% | $3,579+175.1% |
| Admin fee / account holder | $0 | $57-100.0% | $5,516-100.0% | $57-100.0% |