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 | $22,216 | $67,331-67.0% | $60,874-63.5% | $134,475-83.5% |
| Participation rate | 41.7% | 76.2%-34.5pp | 73.1%-31.4pp | 81.2%-39.6pp |
| Annual return | -8.84% | 49.93%-58.8pp | 16.90%-25.7pp | 417.96%-426.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,480 | $4,538-67.4% | $3,817-61.2% | $6,400-76.9% |
| Admin fee / account holder | $68 | $4,582-98.5% | $3,224-97.9% | $11,426-99.4% |