Filed October 30, 2000
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 | $61,497 | $45,566+35.0% | $64,105-4.1% | $59,632+3.1% |
| Participation rate | 57.5% | 60.2%-2.7pp | 68.2%-10.7pp | 68.7%-11.2pp |
| Annual return | -2.06% | 4.95%-7.0pp | 791.24%-793.3pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $886 | $934-5.2% | $1,820-51.3% | $2,203-59.8% |
| Participant deferral / active EE | $2,254 | $2,057+9.6% | $2,822-20.1% | $3,192-29.4% |
| Admin fee / account holder | $249 | $3,268-92.4% | $4,499-94.5% | $4,297-94.2% |