Filed January 26, 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 | $43,637 | $87,540-50.2% | $75,781-42.4% | $125,391-65.2% |
| Participation rate | 63.6% | 80.2%-16.5pp | 75.8%-12.2pp | 83.2%-19.6pp |
| Annual return | -1.86% | 13.48%-15.3pp | 9.68%-11.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $914 | $3,930-76.7% | $3,323-72.5% | $4,866-81.2% |
| Participant deferral / active EE | $3,157 | $4,229-25.3% | $3,651-13.5% | $5,352-41.0% |
| Admin fee / account holder | $157 | $6,502-97.6% | $5,299-97.0% | $9,540-98.4% |