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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,987 | $89,436-66.5% | $164,813-81.8% | $77,643-61.4% |
| Participation rate | 67.1% | 78.6%-11.5pp | 78.6%-11.5pp | 70.6%-3.5pp |
| Annual return | 13.90% | 28.83%-14.9pp | 69.93%-56.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $962 | $2,569-62.5% | $4,341-77.8% | $2,726-64.7% |
| Participant deferral / active EE | $1,839 | $4,897-62.4% | $6,031-69.5% | $4,647-60.4% |
| Admin fee / account holder | $14 | $339-95.7% | $12,690-99.9% | $430-96.6% |