Filed September 23, 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 5-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 | $0 | $107,378-100.0% | $108,579-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 79.6%-79.6pp | 70.2%-70.2pp |
| Annual return | 0.00% | 12.80%-12.8pp | -51.70%+51.7pp | 5.13%-5.1pp |
| Employer contribution / active EE | $1,471 | $1,782-17.4% | $3,758-60.9% | $1,974-25.5% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |