Filed October 26, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,605 | $105,998-23.0% | $92,233-11.5% | $147,584-44.7% |
| Participation rate | 54.2% | 80.4%-26.2pp | 76.5%-22.3pp | 82.8%-28.7pp |
| Annual return | 9.10% | 50.05%-40.9pp | 176.28%-167.2pp | 578.55%-569.4pp |
| Employer contribution / active EE | $1,509 | $4,333-65.2% | $3,679-59.0% | $4,876-69.1% |
| Participant deferral / active EE | $1,952 | $4,478-56.4% | $3,897-49.9% | $5,439-64.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |