Filed July 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,469 | $77,634-71.1% | $156,549-85.6% | $62,891-64.3% |
| Participation rate | 31.4% | 71.2%-39.8pp | 84.0%-52.6pp | 69.3%-37.9pp |
| Annual return | 7.83% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $680 | $3,045-77.7% | $4,871-86.0% | $3,203-78.8% |
| Admin fee / account holder | $105 | $5,561-98.1% | $13,027-99.2% | $4,296-97.5% |