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 | $72,937 | $81,632-10.7% | $70,449+3.5% | $158,922-54.1% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 17.82% | 208.40%-190.6pp | 109.03%-91.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $978 | $3,217-69.6% | $2,737-64.3% | $4,761-79.5% |
| Participant deferral / active EE | $5,586 | $4,554+22.7% | $3,709+50.6% | $5,982-6.6% |
| Admin fee / account holder | $20 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |