Filed February 20, 1993
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 8-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.
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 | $4,044 | $62,672-93.5% | $185,117-97.8% | $70,131-94.2% |
| Participation rate | 35.5% | 63.8%-28.3pp | 77.3%-41.8pp | 69.5%-34.1pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $387 | $1,753-77.9% | $4,182-90.7% | $2,342-83.5% |
| Participant deferral / active EE | $968 | $3,272-70.4% | $5,045-80.8% | $3,332-70.9% |
| Admin fee / account holder | $1 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |