Filed June 25, 1990
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,725 | $45,566-54.5% | $64,105-67.7% | $59,632-65.2% |
| Participation rate | 63.6% | 60.2%+3.5pp | 68.2%-4.5pp | 68.7%-5.0pp |
| Annual return | -1.09% | 4.95%-6.0pp | 791.24%-792.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $52 | $934-94.4% | $1,820-97.1% | $2,203-97.6% |
| Participant deferral / active EE | $582 | $2,057-71.7% | $2,822-79.4% | $3,192-81.8% |
| Admin fee / account holder | $244 | $3,268-92.5% | $4,499-94.6% | $4,297-94.3% |