Filed April 11, 1997
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 | $81,913 | $83,427-1.8% | $115,756-29.2% | $68,494+19.6% |
| Participation rate | 56.6% | 71.9%-15.3pp | 77.1%-20.5pp | 67.9%-11.3pp |
| Annual return | -16.42% | -10.95%-5.5pp | 143.14%-159.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,991 | $3,075-35.2% | $3,793-47.5% | $2,596-23.3% |
| Participant deferral / active EE | $2,775 | $5,355-48.2% | $6,254-55.6% | $4,027-31.1% |
| Admin fee / account holder | $285 | $5,708-95.0% | $8,124-96.5% | $5,403-94.7% |