Filed March 17, 1994 (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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,010 | $100,179-36.1% | $84,015-23.8% | $89,569-28.5% |
| Participation rate | 62.1% | 54.1%+8.0pp | 69.0%-6.9pp | 69.6%-7.5pp |
| Annual return | 20.20% | 22.50%-2.3pp | 71.31%-51.1pp | 34.56%-14.4pp |
| Employer contribution / active EE | $1,887 | $816+131.1% | $1,983-4.9% | $2,584-27.0% |
| Participant deferral / active EE | $2,274 | $1,459+55.8% | $3,239-29.8% | $4,220-46.1% |
| Admin fee / account holder | $38 | $72-47.1% | $6,101-99.4% | $72-46.8% |