Filed September 12, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,093 | $86,225-80.2% | $146,665-88.3% | $86,799-80.3% |
| Participation rate | 48.2% | 78.0%-29.8pp | 80.1%-31.9pp | 72.3%-24.1pp |
| Annual return | 44.29% | 31.23%+13.1pp | 22.74%+21.5pp | 97.91%-53.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,136-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,232 | $4,245-71.0% | $5,506-77.6% | $4,131-70.2% |
| Admin fee / account holder | $9 | $195-95.2% | $10,280-99.9% | $170-94.4% |