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 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.
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 | $37,539 | $45,152-16.9% | $73,843-49.2% | $59,632-37.0% |
| Participation rate | 31.4% | 64.0%-32.6pp | 73.4%-42.1pp | 68.7%-37.3pp |
| Annual return | 17.57% | 27.40%-9.8pp | 2267.84%-2250.3pp | 2041.28%-2023.7pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $699 | $2,574-72.8% | $3,583-80.5% | $3,192-78.1% |
| Admin fee / account holder | $188 | $3,516-94.6% | $4,880-96.1% | $4,297-95.6% |