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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,635 | $56,485-75.9% | $185,823-92.7% | $86,799-84.3% |
| Participation rate | 44.3% | 65.5%-21.2pp | 81.7%-37.4pp | 72.3%-28.0pp |
| Annual return | 13.54% | 118.04%-104.5pp | 122.05%-108.5pp | 97.91%-84.4pp |
| Employer contribution / active EE | $401 | $1,843-78.3% | $5,167-92.2% | $2,405-83.3% |
| Participant deferral / active EE | $898 | $2,553-64.8% | $5,568-83.9% | $4,131-78.3% |
| Admin fee / account holder | $3 | $150-97.7% | $16,237-100.0% | $170-98.0% |