Filed November 11, 1993
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 | $89,873 | $82,546+8.9% | $140,016-35.8% | $75,289+19.4% |
| Participation rate | 66.8% | 88.4%-21.5pp | 87.5%-20.6pp | 72.4%-5.6pp |
| Annual return | -0.17% | -0.36%+0.2pp | 651.12%-651.3pp | -0.04%-0.1pp |
| Employer contribution / active EE | $4,043 | $3,856+4.9% | $5,606-27.9% | $2,405+68.1% |
| Participant deferral / active EE | $4,873 | $5,731-15.0% | $6,927-29.7% | $3,739+30.3% |
| Admin fee / account holder | $164 | $86+91.7% | $10,705-98.5% | $102+60.7% |