Filed March 13, 1997
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.
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 | $160,907 | $85,199+88.9% | $57,179+181.4% | $63,975+151.5% |
| Participation rate | 60.7% | 74.0%-13.3pp | 75.3%-14.6pp | 71.1%-10.4pp |
| Annual return | 6.49% | 10.43%-3.9pp | 14.59%-8.1pp | 48.65%-42.2pp |
| Employer contribution / active EE | $3,028 | $3,446-12.1% | $2,682+12.9% | $2,182+38.8% |
| Participant deferral / active EE | $3,509 | $3,109+12.9% | $3,096+13.3% | $3,356+4.5% |
| Admin fee / account holder | $16 | $39-57.6% | $3,139-99.5% | $70-76.8% |