Filed March 28, 2003
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 | $60,413 | $88,707-31.9% | $74,183-18.6% | $273,961-77.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 8.04% | 11.94%-3.9pp | 17.74%-9.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $977 | $3,159-69.1% | $2,370-58.8% | $4,869-79.9% |
| Participant deferral / active EE | $5,254 | $4,212+24.7% | $3,550+48.0% | $5,287-0.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |