Filed June 23, 1994 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,251 | $66,302+82.9% | $110,238+10.0% | $56,287+115.4% |
| Participation rate | 40.5% | 74.9%-34.5pp | 79.8%-39.4pp | 69.9%-29.4pp |
| Annual return | -10.24% | -1.18%-9.1pp | 314.74%-325.0pp | -9.96%-0.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $515 | $3,381-84.8% | $4,672-89.0% | $3,350-84.6% |
| Admin fee / account holder | $14 | $698-98.1% | $8,547-99.8% | $521-97.4% |