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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,638 | $53,127-17.9% | $86,590-49.6% | $70,131-37.8% |
| Participation rate | 32.2% | 65.3%-33.1pp | 73.5%-41.3pp | 69.5%-37.3pp |
| Annual return | 16.12% | 27.66%-11.5pp | 964.84%-948.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $885 | $2,696-67.2% | $3,609-75.5% | $3,332-73.4% |
| Admin fee / account holder | $90 | $3,585-97.5% | $4,906-98.2% | $4,645-98.1% |