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 | $55,789 | $99,341-43.8% | $84,750-34.2% | $273,961-79.6% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 8.15% | 22.93%-14.8pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $935 | $4,214-77.8% | $3,574-73.8% | $4,869-80.8% |
| Participant deferral / active EE | $3,802 | $4,269-11.0% | $3,712+2.4% | $5,287-28.1% |
| Admin fee / account holder | $123 | $6,644-98.1% | $5,332-97.7% | $10,132-98.8% |