Filed April 4, 2003 (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 | $32,785 | $91,190-64.0% | $178,490-81.6% | $79,858-58.9% |
| Participation rate | 60.9% | 69.2%-8.3pp | 81.9%-21.0pp | 69.6%-8.7pp |
| Annual return | 2080.51% | 24.19%+2056.3pp | 151.07%+1929.4pp | 31.71%+2048.8pp |
| Employer contribution / active EE | $1,748 | $3,256-46.3% | $5,011-65.1% | $2,471-29.2% |
| Participant deferral / active EE | $2,311 | $3,236-28.6% | $5,202-55.6% | $3,740-38.2% |
| Admin fee / account holder | $207 | $6,751-96.9% | $13,984-98.5% | $5,306-96.1% |