Filed December 1, 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.
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 | $28,581 | $107,334-73.4% | $92,893-69.2% | $152,861-81.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 20.43% | 145.58%-125.1pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $585 | $4,221-86.1% | $3,653-84.0% | $4,762-87.7% |
| Participant deferral / active EE | $986 | $4,845-79.6% | $4,236-76.7% | $5,850-83.1% |
| Admin fee / account holder | $69 | $7,079-99.0% | $5,794-98.8% | $11,596-99.4% |