Filed May 5, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,327 | $61,660-34.6% | $80,019-49.6% | $64,186-37.2% |
| Participation rate | 64.5% | 71.7%-7.2pp | 75.8%-11.3pp | 69.6%-5.1pp |
| Annual return | -4.73% | -0.33%-4.4pp | 11.22%-15.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $620 | $1,810-65.7% | $2,468-74.9% | $2,381-74.0% |
| Participant deferral / active EE | $1,191 | $2,968-59.9% | $3,686-67.7% | $3,470-65.7% |
| Admin fee / account holder | $86 | $5,417-98.4% | $6,521-98.7% | $4,888-98.2% |