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 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 | $21,443 | $73,867-71.0% | $143,757-85.1% | $68,494-68.7% |
| Participation rate | 66.2% | 66.7%-0.4pp | 80.3%-14.1pp | 67.9%-1.7pp |
| Annual return | -9.08% | 1.01%-10.1pp | -0.04%-9.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,155 | $3,184-63.7% | $4,951-76.7% | $2,596-55.5% |
| Participant deferral / active EE | $1,219 | $3,384-64.0% | $5,637-78.4% | $4,027-69.7% |
| Admin fee / account holder | $139 | $5,755-97.6% | $14,673-99.1% | $5,403-97.4% |