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 | $143,631 | $30,400+372.5% | $53,898+166.5% | $84,808+69.4% |
| Participation rate | 43.5% | 46.4%-3.0pp | 55.0%-11.5pp | 68.3%-24.8pp |
| Annual return | 16.21% | 500.19%-484.0pp | 528.60%-512.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $342 | $603-43.3% | $932-63.3% | $2,631-87.0% |
| Participant deferral / active EE | $432 | $1,199-63.9% | $1,826-76.3% | $4,212-89.7% |
| Admin fee / account holder | $112 | $1,993-94.4% | $2,491-95.5% | $7,344-98.5% |