Filed September 22, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,890 | $87,540-36.2% | $75,781-26.2% | $125,391-55.4% |
| Participation rate | 60.9% | 80.2%-19.3pp | 75.8%-14.9pp | 83.2%-22.3pp |
| Annual return | -0.51% | 13.48%-14.0pp | 9.68%-10.2pp | 282.22%-282.7pp |
| Employer contribution / active EE | $458 | $3,930-88.3% | $3,323-86.2% | $4,866-90.6% |
| Participant deferral / active EE | $2,052 | $4,229-51.5% | $3,651-43.8% | $5,352-61.7% |
| Admin fee / account holder | $223 | $6,502-96.6% | $5,299-95.8% | $9,540-97.7% |