Filed April 14, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,085 | $51,576+410.1% | $129,207+103.6% | $80,856+225.4% |
| Participation rate | 48.3% | 57.0%-8.7pp | 69.6%-21.3pp | 67.6%-19.4pp |
| Annual return | 15.63% | 20.81%-5.2pp | 9417.33%-9401.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,164 | $1,584+99.8% | $4,153-23.8% | $2,755+14.8% |
| Participant deferral / active EE | $3,889 | $2,669+45.7% | $4,168-6.7% | $4,296-9.5% |
| Admin fee / account holder | $111 | $4,305-97.4% | $7,715-98.6% | $6,918-98.4% |