Filed January 9, 1998
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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,405 | $201,272-76.4% | $184,203-74.3% | $145,922-67.5% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 11.15% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,159 | $7,022-83.5% | $6,427-82.0% | $4,660-75.1% |
| Participant deferral / active EE | $2,981 | $9,806-69.6% | $9,131-67.4% | $6,688-55.4% |
| Admin fee / account holder | $101 | $16,364-99.4% | $13,901-99.3% | $13,397-99.2% |