Filed July 1, 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 | $0 | $86,929-100.0% | $102,423-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 72.4%-72.4pp | 76.5%-76.5pp | 67.6%-67.6pp |
| Annual return | 10.44% | 18.88%-8.4pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,135 | $2,369-52.1% | $3,023-62.4% | $2,755-58.8% |
| Participant deferral / active EE | $3,114 | $4,118-24.4% | $5,053-38.4% | $4,296-27.5% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |