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 9-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 | $17,876 | $82,630-78.4% | $64,105-72.1% | $125,391-85.7% |
| Participation rate | 56.5% | 75.9%-19.3pp | 68.2%-11.6pp | 83.2%-26.7pp |
| Annual return | -2.46% | 1489.72%-1492.2pp | 791.24%-793.7pp | 282.22%-284.7pp |
| Employer contribution / active EE | $111 | $2,671-95.8% | $1,820-93.9% | $4,866-97.7% |
| Participant deferral / active EE | $723 | $3,608-80.0% | $2,822-74.4% | $5,352-86.5% |
| Admin fee / account holder | $58 | $6,382-99.1% | $4,499-98.7% | $9,540-99.4% |