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 | $136,095 | $86,332+57.6% | $125,175+8.7% | $65,185+108.8% |
| Participation rate | 33.8% | 75.3%-41.5pp | 79.8%-45.9pp | 70.2%-36.4pp |
| Annual return | 19.43% | 27.43%-8.0pp | 43.79%-24.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,017 | $3,537-43.0% | $4,937-59.2% | $3,514-42.6% |
| Admin fee / account holder | $5 | $609-99.3% | $9,702-100.0% | $847-99.5% |