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 | $8,762 | $52,953-83.5% | $172,739-94.9% | $65,185-86.6% |
| Participation rate | 48.8% | 66.2%-17.4pp | 82.6%-33.8pp | 70.2%-21.4pp |
| Annual return | 18.20% | 30.12%-11.9pp | 802.84%-784.6pp | 29.38%-11.2pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,350 | $2,471-45.4% | $5,198-74.0% | $3,514-61.6% |
| Admin fee / account holder | $83 | $472-82.3% | $13,954-99.4% | $847-90.2% |