Filed September 21, 1992
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,464 | $98,884-64.1% | $78,689-54.9% | - |
| Participation rate | 62.6% | 62.0%+0.6pp | 73.6%-10.9pp | - |
| Annual return | 7.24% | 0.47%+6.8pp | 62.18%-54.9pp | - |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,851-100.0% | - |
| Participant deferral / active EE | $1,221 | $2,278-46.4% | $3,517-65.3% | - |
| Admin fee / account holder | $202 | $10,143-98.0% | $4,510-95.5% | - |