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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,996 | $78,419+14.8% | $133,956-32.8% | $73,409+22.6% |
| Participation rate | 54.9% | 78.6%-23.7pp | 79.8%-24.9pp | 72.2%-17.3pp |
| Annual return | 13.14% | 33.35%-20.2pp | 45.09%-32.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,181 | $3,925-44.4% | $5,048-56.8% | $3,805-42.7% |
| Admin fee / account holder | $268 | $161+66.2% | $8,927-97.0% | $158+69.9% |