Filed July 7, 1997 (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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,382 | $124,319-98.9% | $111,297-98.8% | $167,490-99.2% |
| Participation rate | 95.5% | 79.6%+15.8pp | 77.3%+18.1pp | 82.1%+13.3pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $906 | $3,435-73.6% | $2,731-66.8% | $4,837-81.3% |
| Participant deferral / active EE | $1,106 | $5,180-78.7% | $4,487-75.4% | $6,341-82.6% |
| Admin fee / account holder | $131 | $10,618-98.8% | $7,964-98.4% | $12,309-98.9% |