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 | $14,682 | $78,422-81.3% | $95,952-84.7% | $79,858-81.6% |
| Participation rate | 27.9% | 73.5%-45.6pp | 77.1%-49.2pp | 69.6%-41.8pp |
| Annual return | 23.59% | 19.37%+4.2pp | 91.61%-68.0pp | 31.71%-8.1pp |
| Employer contribution / active EE | $840 | $1,945-56.8% | $2,541-66.9% | $2,471-66.0% |
| Participant deferral / active EE | $1,190 | $3,440-65.4% | $4,167-71.4% | $3,740-68.2% |
| Admin fee / account holder | $179 | $5,622-96.8% | $6,795-97.4% | $5,306-96.6% |