Filed October 25, 1993
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,575 | $72,396-63.3% | $67,511-60.6% | $145,959-81.8% |
| Participation rate | 12.5% | 76.9%-64.4pp | 72.9%-60.4pp | 80.3%-67.8pp |
| Annual return | 27.28% | 7194.07%-7166.8pp | 3517.41%-3490.1pp | 561.95%-534.7pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $748 | $4,781-84.4% | $4,000-81.3% | $6,689-88.8% |
| Admin fee / account holder | $281 | $5,538-94.9% | $3,999-93.0% | $13,398-97.9% |