Filed December 20, 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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,583 | $66,302-97.6% | $110,238-98.6% | $56,287-97.2% |
| Participation rate | 6.0% | 74.9%-68.9pp | 79.8%-73.8pp | 69.9%-63.9pp |
| Annual return | 0.00% | -1.18%+1.2pp | 314.74%-314.7pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $102 | $3,381-97.0% | $4,672-97.8% | $3,350-96.9% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |