Filed January 28, 1997 (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 | $222,742 | $136,310+63.4% | $98,439+126.3% | $103,482+115.2% |
| Participation rate | 69.0% | 89.2%-20.3pp | 75.2%-6.2pp | 73.3%-4.3pp |
| Annual return | 39.18% | 19.67%+19.5pp | 21.16%+18.0pp | 33.11%+6.1pp |
| Employer contribution / active EE | $6,190 | $4,714+31.3% | $3,048+103.1% | $3,208+93.0% |
| Participant deferral / active EE | $8,679 | $7,358+18.0% | $4,738+83.2% | $5,207+66.7% |
| Admin fee / account holder | $0 | $76-100.0% | $8,948-100.0% | $114-100.0% |