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 | $58,958 | $53,516+10.2% | $126,539-53.4% | $84,808-30.5% |
| Participation rate | 0.0% | 58.2%-58.2pp | 69.8%-69.8pp | 68.3%-68.3pp |
| Annual return | 17.40% | 58.34%-40.9pp | 425.95%-408.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,404 | $1,535-8.5% | $3,674-61.8% | $2,631-46.6% |
| Participant deferral / active EE | $9,423 | $2,671+252.8% | $4,083+130.8% | $4,212+123.7% |
| Admin fee / account holder | $192 | $4,497-95.7% | $6,065-96.8% | $7,344-97.4% |