Filed July 19, 1993
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 | $39,443 | $53,127-25.8% | $86,590-54.4% | $70,131-43.8% |
| Participation rate | 30.8% | 65.3%-34.5pp | 73.5%-42.8pp | 69.5%-38.8pp |
| Annual return | 21.51% | 27.66%-6.2pp | 964.84%-943.3pp | 73.14%-51.6pp |
| Employer contribution / active EE | $723 | $2,068-65.0% | $2,839-74.5% | $2,342-69.1% |
| Participant deferral / active EE | $1,052 | $2,696-61.0% | $3,609-70.9% | $3,332-68.4% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |