Filed September 8, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,475 | $88,707-16.0% | $74,183+0.4% | $273,961-72.8% |
| Participation rate | 39.1% | 79.4%-40.3pp | 76.6%-37.5pp | 83.0%-43.9pp |
| Annual return | 5.60% | 11.94%-6.3pp | 17.74%-12.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,361 | $4,212-67.7% | $3,550-61.7% | $5,287-74.3% |
| Admin fee / account holder | $6 | $8,717-99.9% | $5,586-99.9% | $10,132-99.9% |