Filed September 24, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $66,764-100.0% | $88,497-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 77.3%-77.3pp | 82.4%-82.4pp | 69.3%-69.3pp |
| Annual return | -2.37% | 10.37%-12.7pp | 7.63%-10.0pp | 20.14%-22.5pp |
| Employer contribution / active EE | $7,852 | $3,077+155.2% | $4,036+94.5% | $2,281+244.3% |
| Participant deferral / active EE | $7,167 | $3,976+80.3% | $4,899+46.3% | $3,203+123.8% |
| Admin fee / account holder | $0 | $4,668-100.0% | $6,220-100.0% | $4,296-100.0% |