Filed April 12, 2000 (most recent of 2 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,139 | $42,383-64.3% | $76,523-80.2% | $64,186-76.4% |
| Participation rate | 34.8% | 58.1%-23.4pp | 68.0%-33.2pp | 69.6%-34.8pp |
| Annual return | -10.31% | -16.54%+6.2pp | -0.27%-10.0pp | 7.63%-17.9pp |
| Employer contribution / active EE | $716 | $1,563-54.2% | $2,647-73.0% | $2,381-69.9% |
| Participant deferral / active EE | $1,744 | $2,566-32.0% | $3,835-54.5% | $3,470-49.7% |
| Admin fee / account holder | $204 | $3,198-93.6% | $4,848-95.8% | $4,888-95.8% |