Filed March 27, 2001
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,710 | $94,529-7.2% | $140,016-37.4% | $64,186+36.7% |
| Participation rate | 65.4% | 84.1%-18.7pp | 87.5%-22.1pp | 69.6%-4.2pp |
| Annual return | -3.23% | 7.77%-11.0pp | 651.12%-654.3pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,814 | $3,812-52.4% | $5,606-67.6% | $2,381-23.8% |
| Participant deferral / active EE | $2,389 | $5,250-54.5% | $6,927-65.5% | $3,470-31.1% |
| Admin fee / account holder | $74 | $6,741-98.9% | $10,705-99.3% | $4,888-98.5% |