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 | $85,451 | $55,785+53.2% | $96,562-11.5% | $106,520-19.8% |
| Participation rate | 65.3% | 53.4%+11.9pp | 69.8%-4.5pp | 71.3%-6.0pp |
| Annual return | 16.40% | 17.66%-1.3pp | 37.78%-21.4pp | 19.28%-2.9pp |
| Employer contribution / active EE | $2,194 | $1,042+110.6% | $2,356-6.9% | $2,840-22.7% |
| Participant deferral / active EE | $2,749 | $1,782+54.2% | $3,849-28.6% | $4,948-44.4% |
| Admin fee / account holder | $20 | $59-66.2% | $6,181-99.7% | $75-73.4% |