Filed January 7, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,987 | $56,484-61.1% | $169,463-87.0% | $64,186-65.7% |
| Participation rate | 39.3% | 64.5%-25.3pp | 77.8%-38.5pp | 69.6%-30.3pp |
| Annual return | -7.12% | -1.55%-5.6pp | 1.83%-8.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,520 | $3,448-55.9% | $5,277-71.2% | $3,470-56.2% |
| Admin fee / account holder | $25 | $4,174-99.4% | $9,109-99.7% | $4,888-99.5% |