Filed March 12, 2005
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 | $39,533 | $48,046-17.7% | $84,611-53.3% | $72,985-45.8% |
| Participation rate | 12.1% | 57.6%-45.5pp | 68.2%-56.1pp | 69.5%-57.4pp |
| Annual return | 21.68% | 37.38%-15.7pp | 258.74%-237.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $449 | $2,680-83.2% | $3,899-88.5% | $3,607-87.5% |
| Admin fee / account holder | $90 | $3,395-97.4% | $4,912-98.2% | $5,124-98.3% |