Filed November 22, 1996
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,094 | $41,377-87.7% | $109,313-95.3% | $62,891-91.9% |
| Participation rate | 66.7% | 57.5%+9.1pp | 71.3%-4.6pp | 69.3%-2.6pp |
| Annual return | 8.85% | 11.05%-2.2pp | 22.07%-13.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $506 | $1,276-60.4% | $3,892-87.0% | $2,281-77.8% |
| Participant deferral / active EE | $1,004 | $2,045-50.9% | $3,166-68.3% | $3,203-68.7% |
| Admin fee / account holder | $67 | $2,884-97.7% | $5,666-98.8% | $4,296-98.4% |