Filed February 16, 1996
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,892 | $51,175-31.8% | $70,515-50.5% | $75,163-53.6% |
| Participation rate | 66.7% | 60.9%+5.7pp | 68.3%-1.7pp | 67.2%-0.5pp |
| Annual return | 15.33% | 30.02%-14.7pp | 32.77%-17.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $889 | $1,826-51.3% | $2,973-70.1% | $2,670-66.7% |
| Participant deferral / active EE | $2,230 | $2,849-21.7% | $4,567-51.2% | $4,125-45.9% |
| Admin fee / account holder | $211 | $4,091-94.8% | $6,412-96.7% | $5,651-96.3% |