Filed June 23, 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $102,689 | $63,924+60.6% | $108,579-5.4% | $55,167+86.1% |
| Participation rate | 44.7% | 74.3%-29.7pp | 79.6%-34.9pp | 69.0%-24.3pp |
| Annual return | 7.47% | 15.31%-7.8pp | -51.70%+59.2pp | 169.23%-161.8pp |
| Employer contribution / active EE | $826 | $1,879-56.0% | $3,758-78.0% | $1,963-57.9% |
| Participant deferral / active EE | $2,464 | $3,067-19.6% | $4,311-42.8% | $3,054-19.3% |
| Admin fee / account holder | $39 | $618-93.6% | $7,645-99.5% | $504-92.2% |