Filed November 12, 1999
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,975 | $59,805+47.1% | $79,550+10.6% | $68,494+28.4% |
| Participation rate | 36.3% | 61.1%-24.8pp | 69.5%-33.2pp | 67.9%-31.6pp |
| Annual return | -13.54% | -12.30%-1.2pp | 0.16%-13.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $868 | $1,505-42.3% | $2,413-64.0% | $2,596-66.6% |
| Participant deferral / active EE | $2,116 | $3,024-30.0% | $3,985-46.9% | $4,027-47.5% |
| Admin fee / account holder | $277 | $4,835-94.3% | $6,832-96.0% | $5,403-94.9% |