Filed April 8, 2002
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,527 | $89,753-18.1% | $107,525-31.6% | $84,808-13.3% |
| Participation rate | 38.5% | 68.1%-29.6pp | 75.1%-36.6pp | 68.3%-29.8pp |
| Annual return | 18.10% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,748 | $4,056-32.2% | $5,116-46.3% | $4,212-34.7% |
| Admin fee / account holder | $158 | $7,222-97.8% | $8,919-98.2% | $7,344-97.8% |