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 | $87,166+11.2% | $76,735+26.3% | $137,256-29.4% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 22.07% | 26.50%-4.4pp | 29.77%-7.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,244 | $2,904-57.2% | $2,454-49.3% | $4,156-70.1% |
| Participant deferral / active EE | $3,796 | $4,726-19.7% | $4,088-7.1% | $6,407-40.8% |
| Admin fee / account holder | $20 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |