Filed January 7, 2005
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 | $30,426 | $72,012-57.7% | $185,823-83.6% | $79,858-61.9% |
| Participation rate | 54.4% | 65.8%-11.4pp | 78.0%-23.6pp | 69.6%-15.2pp |
| Annual return | 20.59% | 23.12%-2.5pp | 35.95%-15.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,594 | $1,965-18.8% | $4,087-61.0% | $2,471-35.5% |
| Participant deferral / active EE | $2,440 | $3,779-35.4% | $5,632-56.7% | $3,740-34.7% |
| Admin fee / account holder | $177 | $4,513-96.1% | $9,500-98.1% | $5,306-96.7% |