Filed December 28, 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 | $99,612 | $148,978-33.1% | $200,582-50.3% | $84,808+17.5% |
| Participation rate | 68.3% | 84.2%-15.9pp | 86.9%-18.6pp | 68.3%0pp |
| Annual return | 14.40% | 28.16%-13.8pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,241 | $4,815-32.7% | $6,419-49.5% | $2,631+23.2% |
| Participant deferral / active EE | $3,862 | $7,142-45.9% | $9,331-58.6% | $4,212-8.3% |
| Admin fee / account holder | $227 | $13,977-98.4% | $16,305-98.6% | $7,344-96.9% |