Filed August 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,190 | $72,404+220.7% | $110,238+110.6% | $64,186+261.7% |
| Participation rate | 69.4% | 73.3%-3.9pp | 79.8%-10.4pp | 69.6%-0.1pp |
| Annual return | 9.59% | -6.29%+15.9pp | 314.74%-305.2pp | 7.63%+2.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,313 | $3,469-62.1% | $4,672-71.9% | $3,470-62.1% |
| Admin fee / account holder | $133 | $5,664-97.7% | $8,547-98.4% | $4,888-97.3% |