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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,046 | $43,723+14.5% | $121,196-58.7% | $64,186-22.0% |
| Participation rate | 51.6% | 58.3%-6.7pp | 71.7%-20.1pp | 69.6%-18.0pp |
| Annual return | -8.26% | 68.91%-77.2pp | 16.93%-25.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,423 | $2,280-37.6% | $3,344-57.5% | $3,470-59.0% |
| Admin fee / account holder | $242 | $3,501-93.1% | $5,019-95.2% | $4,888-95.1% |