Filed December 30, 1992
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,156 | $43,723+37.6% | $121,196-50.4% | $64,186-6.3% |
| Participation rate | 65.3% | 58.3%+7.0pp | 71.7%-6.4pp | 69.6%-4.3pp |
| Annual return | -6.12% | 68.91%-75.0pp | 16.93%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $933 | $1,296-28.1% | $4,022-76.8% | $2,381-60.8% |
| Participant deferral / active EE | $3,117 | $2,280+36.7% | $3,344-6.8% | $3,470-10.2% |
| Admin fee / account holder | $144 | $3,501-95.9% | $5,019-97.1% | $4,888-97.0% |