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.
Annual investment return 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 | $10,182 | $56,484-82.0% | $169,463-94.0% | $64,186-84.1% |
| Participation rate | 34.4% | 64.5%-30.2pp | 77.8%-43.4pp | 69.6%-35.2pp |
| Annual return | -16.46% | -1.55%-14.9pp | 1.83%-18.3pp | 7.63%-24.1pp |
| Employer contribution / active EE | $827 | $1,832-54.9% | $4,159-80.1% | $2,381-65.3% |
| Participant deferral / active EE | $1,730 | $3,448-49.8% | $5,277-67.2% | $3,470-50.1% |
| Admin fee / account holder | $23 | $4,174-99.4% | $9,109-99.7% | $4,888-99.5% |