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 | $37,854 | $100,852-62.5% | $90,404-58.1% | $158,922-76.2% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.7%-26.0pp | 82.0%-35.3pp |
| Annual return | 17.88% | 1724.20%-1706.3pp | 1293.02%-1275.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,881 | $4,348-10.7% | $3,963-2.1% | $5,982-35.1% |
| Admin fee / account holder | $189 | $6,501-97.1% | $5,611-96.6% | $11,246-98.3% |