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 | $74,956 | $48,464+54.7% | $90,951-17.6% | $106,222-29.4% |
| Participation rate | 60.9% | 53.1%+7.8pp | 69.0%-8.1pp | 70.8%-9.9pp |
| Annual return | 22.17% | 16.72%+5.4pp | 134.60%-112.4pp | 21.69%+0.5pp |
| Employer contribution / active EE | $2,010 | $939+113.9% | $2,122-5.3% | $2,723-26.2% |
| Participant deferral / active EE | $2,426 | $1,510+60.7% | $3,373-28.1% | $4,600-47.3% |
| Admin fee / account holder | $19 | $58-66.6% | $5,959-99.7% | $78-75.3% |