Filed November 21, 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 | $47,435 | $54,726-13.3% | $68,793-31.0% | $64,186-26.1% |
| Participation rate | 69.0% | 68.0%+0.9pp | 72.2%-3.3pp | 69.6%-0.6pp |
| Annual return | -7.73% | -1.62%-6.1pp | -4.63%-3.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,310 | $1,846+25.1% | $2,625-12.0% | $2,381-3.0% |
| Participant deferral / active EE | $5,496 | $2,626+109.3% | $3,311+66.0% | $3,470+58.4% |
| Admin fee / account holder | $168 | $4,027-95.8% | $5,131-96.7% | $4,888-96.6% |