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 | $50,824 | $77,314-34.3% | $177,989-71.4% | $80,856-37.1% |
| Participation rate | 50.9% | 65.7%-14.8pp | 77.1%-26.2pp | 67.6%-16.8pp |
| Annual return | 15.24% | 18.09%-2.8pp | 294.48%-279.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,211 | $2,292-47.2% | $3,949-69.3% | $2,755-56.1% |
| Participant deferral / active EE | $2,387 | $4,411-45.9% | $6,276-62.0% | $4,296-44.4% |
| Admin fee / account holder | $68 | $7,191-99.0% | $10,363-99.3% | $6,918-99.0% |