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 | $22,149 | $86,286-74.3% | $111,297-80.1% | $85,850-74.2% |
| Participation rate | 27.8% | 73.3%-45.6pp | 77.3%-49.5pp | 69.3%-41.5pp |
| Annual return | 34.52% | 19.99%+14.5pp | 54.65%-20.1pp | 318.53%-284.0pp |
| Employer contribution / active EE | $1,036 | $2,043-49.3% | $2,731-62.1% | $2,565-59.6% |
| Participant deferral / active EE | $1,420 | $3,641-61.0% | $4,487-68.3% | $3,952-64.1% |
| Admin fee / account holder | $244 | $8,188-97.0% | $7,964-96.9% | $6,260-96.1% |