Filed October 18, 2004
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 | $134,077 | $67,411+98.9% | $91,001+47.3% | $70,131+91.2% |
| Participation rate | 57.5% | 71.4%-13.9pp | 75.6%-18.1pp | 69.5%-12.0pp |
| Annual return | 15.96% | -40.16%+56.1pp | 4.60%+11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,546 | $1,786-13.4% | $2,456-37.0% | $2,342-34.0% |
| Participant deferral / active EE | $2,985 | $2,823+5.8% | $3,547-15.8% | $3,332-10.4% |
| Admin fee / account holder | $129 | $4,236-97.0% | $5,417-97.6% | $4,645-97.2% |