Filed May 3, 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 | $96,892 | $95,266+1.7% | $82,389+17.6% | $142,382-31.9% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.5%-29.5pp | 80.1%-40.1pp |
| Annual return | 22.07% | 25.74%-3.7pp | 28.67%-6.6pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,244 | $2,991-58.4% | $2,517-50.6% | $4,299-71.1% |
| Participant deferral / active EE | $3,796 | $4,809-21.1% | $4,155-8.6% | $6,507-41.7% |
| Admin fee / account holder | $20 | $8,563-99.8% | $7,231-99.7% | $12,624-99.8% |