Filed September 22, 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 | $41,115 | $176,662-76.7% | $130,648-68.5% | $152,861-73.1% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | 21.03% | 2692.24%-2671.2pp | 1708.96%-1687.9pp | 345.32%-324.3pp |
| Employer contribution / active EE | $681 | $5,742-88.1% | $4,092-83.4% | $4,762-85.7% |
| Participant deferral / active EE | $6,472 | $4,361+48.4% | $3,603+79.6% | $5,850+10.6% |
| Admin fee / account holder | $224 | $7,133-96.9% | $5,464-95.9% | $11,596-98.1% |