Filed December 29, 1994
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,720 | $158,817-79.4% | $121,196-73.0% | $135,375-75.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.7%-21.7pp | 82.6%-32.6pp |
| Annual return | -10.66% | -0.64%-10.0pp | 16.93%-27.6pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,185 | $5,665-79.1% | $4,022-70.5% | $4,779-75.2% |
| Participant deferral / active EE | $3,630 | $4,005-9.4% | $3,344+8.5% | $5,609-35.3% |
| Admin fee / account holder | $226 | $6,512-96.5% | $5,019-95.5% | $10,827-97.9% |