Filed February 1, 1992 (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 9-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 | $21,214 | $81,233-73.9% | $155,567-86.4% | $80,874-73.8% |
| Participation rate | 36.7% | 66.2%-29.5pp | 78.2%-41.5pp | 67.6%-30.9pp |
| Annual return | 12.92% | 33.33%-20.4pp | 64.74%-51.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $620 | $3,101-80.0% | $4,674-86.7% | $2,756-77.5% |
| Participant deferral / active EE | $1,301 | $3,452-62.3% | $5,628-76.9% | $4,297-69.7% |
| Admin fee / account holder | $126 | $7,998-98.4% | $15,916-99.2% | $6,935-98.2% |