Filed July 8, 1997 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,721 | $69,010-72.9% | $159,960-88.3% | $68,494-72.7% |
| Participation rate | 8.3% | 65.4%-57.1pp | 78.0%-69.6pp | 67.9%-59.6pp |
| Annual return | -17.17% | -9.65%-7.5pp | 408.60%-425.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $344 | $4,212-91.8% | $6,182-94.4% | $4,027-91.5% |
| Admin fee / account holder | $81 | $4,798-98.3% | $8,698-99.1% | $5,403-98.5% |