Filed February 18, 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.
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 | $32,567 | $153,772-78.8% | $133,980-75.7% | $273,961-88.1% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 3.39% | 36.51%-33.1pp | 29.30%-25.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $74 | $6,029-98.8% | $5,211-98.6% | $4,869-98.5% |
| Participant deferral / active EE | $733 | $6,958-89.5% | $6,282-88.3% | $5,287-86.1% |
| Admin fee / account holder | $33 | $11,765-99.7% | $9,324-99.6% | $10,132-99.7% |