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 | $54,117 | $45,566+18.8% | $64,105-15.6% | $59,632-9.2% |
| Participation rate | 67.9% | 60.2%+7.8pp | 68.2%-0.2pp | 68.7%-0.7pp |
| Annual return | -2.44% | 4.95%-7.4pp | 791.24%-793.7pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $423 | $934-54.8% | $1,820-76.8% | $2,203-80.8% |
| Participant deferral / active EE | $2,112 | $2,057+2.7% | $2,822-25.2% | $3,192-33.8% |
| Admin fee / account holder | $4 | $3,268-99.9% | $4,499-99.9% | $4,297-99.9% |