Filed July 1, 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 | $55,760 | $84,233-33.8% | $170,442-67.3% | $70,131-20.5% |
| Participation rate | 40.7% | 70.8%-30.2pp | 83.6%-42.9pp | 69.5%-28.9pp |
| Annual return | 13.71% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,192 | $3,086-29.0% | $4,939-55.6% | $3,332-34.2% |
| Admin fee / account holder | $111 | $5,698-98.0% | $13,880-99.2% | $4,645-97.6% |