Filed May 25, 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 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 | $88,661 | $73,515+20.6% | $62,995+40.7% | $147,584-39.9% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.8%-47.5pp | 82.8%-55.6pp |
| Annual return | 19.75% | 175.43%-155.7pp | 87.57%-67.8pp | 578.55%-558.8pp |
| Employer contribution / active EE | $660 | $3,320-80.1% | $2,759-76.1% | $4,876-86.5% |
| Participant deferral / active EE | $3,773 | $4,185-9.8% | $3,329+13.3% | $5,439-30.6% |
| Admin fee / account holder | $10 | $5,953-99.8% | $3,600-99.7% | $10,885-99.9% |