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.
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 | $10,569 | $46,292-77.2% | $143,757-92.6% | $64,808-83.7% |
| Participation rate | 37.9% | 64.2%-26.3pp | 80.3%-42.4pp | 71.5%-33.5pp |
| Annual return | -14.42% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $376 | $1,910-80.3% | $4,951-92.4% | $2,506-85.0% |
| Participant deferral / active EE | $799 | $2,646-69.8% | $5,637-85.8% | $4,310-81.5% |
| Admin fee / account holder | $5 | $154-96.8% | $14,673-100.0% | $188-97.4% |