Filed December 24, 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 7-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,739 | $72,492-87.9% | $87,100-90.0% | $72,985-88.0% |
| Participation rate | 31.6% | 72.8%-41.2pp | 76.9%-45.3pp | 69.5%-37.9pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $622 | $1,894-67.2% | $2,521-75.3% | $2,440-74.5% |
| Participant deferral / active EE | $1,360 | $3,270-58.4% | $4,049-66.4% | $3,607-62.3% |
| Admin fee / account holder | $68 | $5,055-98.7% | $7,497-99.1% | $5,124-98.7% |