Filed June 24, 2003
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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,838 | $56,317-89.6% | $71,209-91.8% | $74,304-92.1% |
| Participation rate | 55.7% | 55.1%+0.6pp | 73.8%-18.0pp | 60.3%-4.6pp |
| Annual return | 0.00% | 42.83%-42.8pp | 282.51%-282.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $787 | $2,160-63.6% | $2,721-71.1% | $2,241-64.9% |
| Participant deferral / active EE | $1,151 | $2,788-58.7% | $4,175-72.4% | $3,767-69.5% |
| Admin fee / account holder | $255 | $2,290-88.9% | $5,349-95.2% | $2,969-91.4% |