Filed August 4, 1992
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.
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 | $7,177 | $62,672-88.5% | $185,117-96.1% | $70,131-89.8% |
| Participation rate | 69.6% | 63.8%+5.8pp | 77.3%-7.7pp | 69.5%0pp |
| Annual return | 22.68% | 40.79%-18.1pp | 40.50%-17.8pp | 73.14%-50.5pp |
| Employer contribution / active EE | $649 | $1,753-63.0% | $4,182-84.5% | $2,342-72.3% |
| Participant deferral / active EE | $2,169 | $3,272-33.7% | $5,045-57.0% | $3,332-34.9% |
| Admin fee / account holder | $264 | $3,932-93.3% | $8,159-96.8% | $4,645-94.3% |