Filed September 12, 1990 (most recent of 2 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,320 | $150,440-20.7% | $136,294-12.5% | $147,584-19.2% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 13.18% | 1049.08%-1035.9pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,439 | $5,256-53.6% | $4,695-48.1% | $4,876-50.0% |
| Participant deferral / active EE | $3,022 | $6,630-54.4% | $6,247-51.6% | $5,439-44.4% |
| Admin fee / account holder | $90 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |