Filed December 23, 1994
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,479 | $63,299-18.7% | $91,001-43.4% | $62,292-17.4% |
| Participation rate | 63.9% | 73.3%-9.4pp | 75.6%-11.7pp | 69.5%-5.6pp |
| Annual return | 14.36% | 20.99%-6.6pp | 4.60%+9.8pp | 28.90%-14.5pp |
| Employer contribution / active EE | $482 | $1,807-73.3% | $2,456-80.4% | $2,042-76.4% |
| Participant deferral / active EE | $1,770 | $2,943-39.9% | $3,547-50.1% | $3,169-44.2% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |