Filed August 31, 2003
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 | $26,770 | $90,600-70.5% | $79,464-66.3% | $135,375-80.2% |
| Participation rate | 53.3% | 76.0%-22.7pp | 73.3%-20.0pp | 82.6%-29.3pp |
| Annual return | -6.58% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,753 | $4,050-7.3% | $3,704+1.3% | $5,609-33.1% |
| Admin fee / account holder | $64 | $5,907-98.9% | $5,113-98.8% | $10,827-99.4% |