Filed December 30, 2003
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 | $189,108 | $157,256+20.3% | $141,162+34.0% | $152,861+23.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 16.33% | 64.32%-48.0pp | 71.39%-55.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,177 | $5,261-77.6% | $4,735-75.1% | $4,762-75.3% |
| Participant deferral / active EE | $7,732 | $7,109+8.8% | $6,709+15.3% | $5,850+32.2% |
| Admin fee / account holder | $13 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |