Filed January 1, 1997
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 9-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.
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 | $15,344 | $127,100-87.9% | $105,738-85.5% | $135,375-88.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 76.3%-16.3pp | 82.6%-22.6pp |
| Annual return | -13.54% | 4.49%-18.0pp | 6.27%-19.8pp | 519.73%-533.3pp |
| Employer contribution / active EE | $1,826 | $4,107-55.5% | $3,268-44.1% | $4,779-61.8% |
| Participant deferral / active EE | $3,249 | $5,064-35.9% | $4,080-20.4% | $5,609-42.1% |
| Admin fee / account holder | $268 | $9,087-97.0% | $6,913-96.1% | $10,827-97.5% |