Filed December 22, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,694-100.0% | $142,863-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 58.5%-58.5pp | 71.9%-71.9pp | 69.3%-69.3pp |
| Annual return | 16.67% | 27.72%-11.1pp | 5637.54%-5620.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $209 | $1,423-85.3% | $4,144-95.0% | $2,565-91.9% |
| Participant deferral / active EE | $1,409 | $2,607-46.0% | $3,837-63.3% | $3,952-64.4% |
| Admin fee / account holder | $0 | $4,239-100.0% | $6,560-100.0% | $6,260-100.0% |