Filed October 18, 2004 (most recent of 2 filings on file)
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 | $214,311 | $90,600+136.5% | $79,464+169.7% | $135,375+58.3% |
| Participation rate | 68.8% | 76.0%-7.3pp | 73.3%-4.6pp | 82.6%-13.9pp |
| Annual return | -8.25% | 977.43%-985.7pp | 718.14%-726.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $4,811 | $3,068+56.8% | $2,800+71.8% | $4,779+0.7% |
| Participant deferral / active EE | $6,389 | $4,050+57.7% | $3,704+72.5% | $5,609+13.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |