Filed December 30, 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 | $17,768 | $76,000-76.6% | $154,107-88.5% | $64,186-72.3% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | 2.53% | 30.32%-27.8pp | 735.12%-732.6pp | 7.63%-5.1pp |
| Employer contribution / active EE | $580 | $3,351-82.7% | $5,298-89.1% | $2,381-75.6% |
| Participant deferral / active EE | $1,205 | $3,175-62.0% | $5,081-76.3% | $3,470-65.3% |
| Admin fee / account holder | $214 | $5,596-96.2% | $13,411-98.4% | $4,888-95.6% |