Filed October 18, 2004
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 7-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 | $15,518 | $27,915-44.4% | $58,482-73.5% | $75,163-79.4% |
| Participation rate | 48.9% | 38.8%+10.0pp | 50.9%-2.0pp | 67.2%-18.3pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,012 | $669+51.3% | $1,053-3.9% | $2,670-62.1% |
| Participant deferral / active EE | $1,651 | $1,201+37.4% | $1,924-14.2% | $4,125-60.0% |
| Admin fee / account holder | $51 | $1,726-97.0% | $2,516-98.0% | $5,651-99.1% |