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 3-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,265 | $82,630-88.8% | $64,105-85.5% | $125,391-92.6% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | -2.75% | 1489.72%-1492.5pp | 791.24%-794.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $168 | $2,671-93.7% | $1,820-90.7% | $4,866-96.5% |
| Participant deferral / active EE | $1,685 | $3,608-53.3% | $2,822-40.3% | $5,352-68.5% |
| Admin fee / account holder | $40 | $6,382-99.4% | $4,499-99.1% | $9,540-99.6% |