Filed December 14, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,627 | $138,065-82.2% | $123,544-80.1% | $135,375-81.8% |
| Participation rate | 61.1% | 84.7%-23.6pp | 82.3%-21.2pp | 82.6%-21.5pp |
| Annual return | 8.54% | 153.68%-145.1pp | 119.20%-110.7pp | 519.73%-511.2pp |
| Employer contribution / active EE | $511 | $5,151-90.1% | $4,628-89.0% | $4,779-89.3% |
| Participant deferral / active EE | $1,264 | $6,799-81.4% | $6,426-80.3% | $5,609-77.5% |
| Admin fee / account holder | $40 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |