Filed November 3, 1994
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 | $42,873 | $41,377+3.6% | $109,313-60.8% | $62,891-31.8% |
| Participation rate | 51.9% | 57.5%-5.7pp | 71.3%-19.4pp | 69.3%-17.5pp |
| Annual return | 16.16% | 11.05%+5.1pp | 22.07%-5.9pp | 20.14%-4.0pp |
| Employer contribution / active EE | $560 | $1,276-56.1% | $3,892-85.6% | $2,281-75.4% |
| Participant deferral / active EE | $1,439 | $2,045-29.6% | $3,166-54.5% | $3,203-55.1% |
| Admin fee / account holder | $89 | $2,884-96.9% | $5,666-98.4% | $4,296-97.9% |