Filed April 6, 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 | $100,172 | $58,828+70.3% | $77,999+28.4% | $62,891+59.3% |
| Participation rate | 68.8% | 71.1%-2.3pp | 75.5%-6.8pp | 69.3%-0.6pp |
| Annual return | 6.86% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,474 | $2,686-7.9% | $3,497-29.2% | $3,203-22.8% |
| Admin fee / account holder | $266 | $4,393-93.9% | $5,480-95.1% | $4,296-93.8% |