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 | $39,315 | $70,669-44.4% | $169,368-76.8% | $75,163-47.7% |
| Participation rate | 66.0% | 64.8%+1.2pp | 77.1%-11.2pp | 67.2%-1.2pp |
| Annual return | 20.82% | 36.36%-15.5pp | 405.60%-384.8pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,413 | $2,211-36.1% | $4,013-64.8% | $2,670-47.1% |
| Participant deferral / active EE | $2,595 | $4,311-39.8% | $6,221-58.3% | $4,125-37.1% |
| Admin fee / account holder | $7 | $5,402-99.9% | $9,003-99.9% | $5,651-99.9% |