Filed October 18, 2004
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 | $156,234 | $169,032-7.6% | $129,207+20.9% | $145,922+7.1% |
| Participation rate | 45.5% | 76.4%-31.0pp | 69.6%-24.2pp | 80.3%-34.8pp |
| Annual return | 12.64% | 14330.11%-14317.5pp | 9417.33%-9404.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $628 | $5,537-88.7% | $4,153-84.9% | $4,660-86.5% |
| Participant deferral / active EE | $1,760 | $4,987-64.7% | $4,168-57.8% | $6,688-73.7% |
| Admin fee / account holder | $125 | $9,954-98.7% | $7,715-98.4% | $13,397-99.1% |