Filed August 5, 2005
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 | $13,581 | $77,419-82.5% | $69,455-80.4% | $152,861-91.1% |
| Participation rate | 38.1% | 78.1%-40.0pp | 74.6%-36.5pp | 82.4%-44.4pp |
| Annual return | 9.58% | 39.06%-29.5pp | 28.97%-19.4pp | 345.32%-335.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $975 | $4,414-77.9% | $3,535-72.4% | $5,850-83.3% |
| Admin fee / account holder | $28 | $6,207-99.6% | $3,839-99.3% | $11,596-99.8% |