Filed September 25, 1992
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 | $23,794 | $41,377-42.5% | $109,313-78.2% | $62,891-62.2% |
| Participation rate | 50.0% | 57.5%-7.5pp | 71.3%-21.3pp | 69.3%-19.3pp |
| Annual return | 5.09% | 11.05%-6.0pp | 22.07%-17.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $390 | $1,276-69.4% | $3,892-90.0% | $2,281-82.9% |
| Participant deferral / active EE | $1,375 | $2,045-32.8% | $3,166-56.6% | $3,203-57.1% |
| Admin fee / account holder | $139 | $2,884-95.2% | $5,666-97.5% | $4,296-96.8% |