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 | $29,319+389.9% | $52,425+174.0% | $82,448+74.2% |
| Participation rate | 43.5% | 46.9%-3.4pp | 55.6%-12.1pp | 68.1%-24.6pp |
| Annual return | 16.21% | 535.20%-519.0pp | 302.12%-285.9pp | 41.64%-25.4pp |
| Employer contribution / active EE | $342 | $586-41.7% | $914-62.6% | $2,551-86.6% |
| Participant deferral / active EE | $432 | $1,171-63.1% | $1,790-75.9% | $4,139-89.6% |
| Admin fee / account holder | $112 | $1,962-94.3% | $2,495-95.5% | $7,234-98.5% |