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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,957 | $65,395-74.1% | $182,532-90.7% | $72,985-76.8% |
| Participation rate | 38.7% | 65.4%-26.7pp | 78.0%-39.3pp | 69.5%-30.8pp |
| Annual return | 15.92% | 27.68%-11.8pp | 148.54%-132.6pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,020 | $1,911-46.6% | $4,076-75.0% | $2,440-58.2% |
| Participant deferral / active EE | $2,069 | $3,563-41.9% | $5,524-62.5% | $3,607-42.6% |
| Admin fee / account holder | $179 | $4,245-95.8% | $8,592-97.9% | $5,124-96.5% |