Filed April 7, 1995
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,293 | $53,777-32.5% | $134,143-72.9% | $79,858-54.6% |
| Participation rate | 50.0% | 58.8%-8.8pp | 72.2%-22.2pp | 69.6%-19.6pp |
| Annual return | 11.83% | 19.01%-7.2pp | 36.33%-24.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $108 | $1,321-91.8% | $3,704-97.1% | $2,471-95.6% |
| Participant deferral / active EE | $283 | $2,420-88.3% | $3,499-91.9% | $3,740-92.4% |
| Admin fee / account holder | $1 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |