Filed May 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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,018 | $58,828-76.2% | $77,999-82.0% | $62,891-77.7% |
| Participation rate | 57.5% | 71.1%-13.6pp | 75.5%-18.0pp | 69.3%-11.8pp |
| Annual return | 7.69% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $369 | $1,672-77.9% | $2,470-85.0% | $2,281-83.8% |
| Participant deferral / active EE | $903 | $2,686-66.4% | $3,497-74.2% | $3,203-71.8% |
| Admin fee / account holder | $258 | $4,393-94.1% | $5,480-95.3% | $4,296-94.0% |