Filed October 27, 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 8-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.
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 | $6,013 | $47,977-87.5% | $154,107-96.1% | $56,287-89.3% |
| Participation rate | 46.7% | 66.2%-19.5pp | 83.0%-36.4pp | 69.9%-23.2pp |
| Annual return | -1.92% | 3.54%-5.5pp | 735.12%-737.0pp | -9.96%+8.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $951 | $2,392-60.3% | $5,081-81.3% | $3,350-71.6% |
| Admin fee / account holder | $119 | $438-73.0% | $13,411-99.1% | $521-77.3% |