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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,079 | $99,652-20.6% | $78,778+0.4% | $147,584-46.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 15.32% | 47.28%-32.0pp | 35.62%-20.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $205 | $2,796-92.7% | $1,986-89.7% | $4,876-95.8% |
| Participant deferral / active EE | $1,365 | $3,664-62.7% | $2,958-53.9% | $5,439-74.9% |
| Admin fee / account holder | $216 | $7,155-97.0% | $5,134-95.8% | $10,885-98.0% |