Filed October 18, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,255 | $197,591-29.5% | $177,821-21.7% | $158,922-12.4% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 10.85% | 58.76%-47.9pp | 48.32%-37.5pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,221 | $6,697-81.8% | $5,918-79.4% | $4,761-74.4% |
| Participant deferral / active EE | $2,512 | $8,405-70.1% | $7,714-67.4% | $5,982-58.0% |
| Admin fee / account holder | $164 | $15,399-98.9% | $12,427-98.7% | $11,246-98.5% |