Filed November 14, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,676 | $168,632-78.8% | $147,614-75.8% | $125,391-71.5% |
| Participation rate | 52.2% | 88.8%-36.6pp | 84.6%-32.4pp | 83.2%-31.0pp |
| Annual return | -2.17% | 77.65%-79.8pp | 61.98%-64.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,313 | $6,252-79.0% | $5,564-76.4% | $4,866-73.0% |
| Participant deferral / active EE | $2,045 | $5,507-62.9% | $4,895-58.2% | $5,352-61.8% |
| Admin fee / account holder | $136 | $13,580-99.0% | $11,611-98.8% | $9,540-98.6% |