Filed February 21, 2002
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $109,359-100.0% | $162,163-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.6%-87.6pp | 69.5%-69.5pp |
| Annual return | 6.05% | 25.46%-19.4pp | 115.59%-109.5pp | 81.00%-75.0pp |
| Employer contribution / active EE | $5,676 | $3,907+45.3% | $5,614+1.1% | $2,440+132.6% |
| Participant deferral / active EE | $2,354 | $5,481-57.1% | $7,298-67.7% | $3,607-34.8% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |