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 | $29,329 | $76,000-61.4% | $154,107-81.0% | $64,186-54.3% |
| Participation rate | 27.8% | 70.4%-42.6pp | 83.0%-55.3pp | 69.6%-41.8pp |
| Annual return | -5.32% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $585 | $3,175-81.6% | $5,081-88.5% | $3,470-83.1% |
| Admin fee / account holder | $98 | $5,596-98.2% | $13,411-99.3% | $4,888-98.0% |