Filed March 7, 1996
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,645 | $80,724+60.6% | $103,333+25.5% | $74,495+74.0% |
| Participation rate | 62.7% | 65.7%-3.0pp | 74.5%-11.8pp | 67.2%-4.5pp |
| Annual return | 8.78% | 27.56%-18.8pp | 24.88%-16.1pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $3,305 | $3,157+4.7% | $3,868-14.5% | $2,623+26.0% |
| Participant deferral / active EE | $6,852 | $3,860+77.5% | $5,057+35.5% | $4,346+57.7% |
| Admin fee / account holder | $2 | $2,368-99.9% | $8,355-100.0% | $1,942-99.9% |