Filed January 25, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,085 | $67,606-46.6% | $82,313-56.2% | $70,131-48.5% |
| Participation rate | 39.5% | 72.8%-33.2pp | 76.9%-37.4pp | 69.5%-30.0pp |
| Annual return | 17.19% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $94 | $1,755-94.6% | $2,428-96.1% | $2,342-96.0% |
| Participant deferral / active EE | $599 | $2,987-79.9% | $3,706-83.8% | $3,332-82.0% |
| Admin fee / account holder | $75 | $4,512-98.3% | $5,608-98.7% | $4,645-98.4% |