Filed April 22, 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 | $67,384 | $56,897+18.4% | $84,750-20.5% | $62,891+7.1% |
| Participation rate | 51.9% | 68.5%-16.7pp | 76.6%-24.7pp | 69.3%-17.5pp |
| Annual return | 6.66% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,332 | $2,709-13.9% | $3,712-37.2% | $3,203-27.2% |
| Admin fee / account holder | $5 | $3,581-99.9% | $5,332-99.9% | $4,296-99.9% |