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 | $53,051 | $106,515-50.2% | $96,683-45.1% | $139,434-62.0% |
| Participation rate | 29.4% | 77.8%-48.4pp | 74.3%-44.9pp | 80.3%-50.9pp |
| Annual return | 19.83% | 38.43%-18.6pp | 35.69%-15.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,360 | $4,103-66.9% | $3,737-63.6% | $4,751-71.4% |
| Participant deferral / active EE | $1,407 | $5,454-74.2% | $4,878-71.2% | $6,710-79.0% |
| Admin fee / account holder | $30 | $7,877-99.6% | $6,730-99.6% | $11,403-99.7% |