Filed December 31, 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 | $54,977 | $32,117+71.2% | $71,086-22.7% | $64,186-14.3% |
| Participation rate | 22.5% | 42.7%-20.2pp | 54.7%-32.2pp | 69.6%-47.1pp |
| Annual return | -6.18% | -5.57%-0.6pp | 650.59%-656.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $309 | $712-56.6% | $1,088-71.6% | $2,381-87.0% |
| Participant deferral / active EE | $1,029 | $1,263-18.5% | $1,874-45.1% | $3,470-70.3% |
| Admin fee / account holder | $59 | $2,759-97.8% | $3,082-98.1% | $4,888-98.8% |