Filed August 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,034 | $72,404-36.4% | $110,238-58.2% | $64,186-28.3% |
| Participation rate | 51.7% | 73.3%-21.6pp | 79.8%-28.1pp | 69.6%-17.8pp |
| Annual return | -5.12% | -6.29%+1.2pp | 314.74%-319.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,891 | $2,282-17.1% | $3,826-50.6% | $2,381-20.6% |
| Participant deferral / active EE | $681 | $3,469-80.4% | $4,672-85.4% | $3,470-80.4% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |