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 | $3,537 | $57,065-93.8% | $75,670-95.3% | $70,131-95.0% |
| Participation rate | 63.3% | 68.1%-4.8pp | 72.3%-9.1pp | 69.5%-6.2pp |
| Annual return | 22.12% | 23.57%-1.4pp | 27.34%-5.2pp | 73.14%-51.0pp |
| Employer contribution / active EE | $396 | $1,817-78.2% | $2,352-83.1% | $2,342-83.1% |
| Participant deferral / active EE | $1,015 | $2,580-60.7% | $3,142-67.7% | $3,332-69.5% |
| Admin fee / account holder | $298 | $3,825-92.2% | $5,800-94.9% | $4,645-93.6% |