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 | $77,111 | $99,985-22.9% | $146,665-47.4% | $85,850-10.2% |
| Participation rate | 56.7% | 73.1%-16.4pp | 80.1%-23.4pp | 69.3%-12.6pp |
| Annual return | 12.88% | 18.93%-6.1pp | 22.74%-9.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,860 | $2,559+11.8% | $4,136-30.8% | $2,565+11.5% |
| Participant deferral / active EE | $588 | $4,006-85.3% | $5,506-89.3% | $3,952-85.1% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |