Filed February 1, 2005 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,571 | $59,805-20.5% | $79,550-40.2% | $68,494-30.5% |
| Participation rate | 31.6% | 61.1%-29.5pp | 69.5%-37.9pp | 67.9%-36.3pp |
| Annual return | 6.82% | -12.30%+19.1pp | 0.16%+6.7pp | -7.84%+14.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $468 | $3,024-84.5% | $3,985-88.3% | $4,027-88.4% |
| Admin fee / account holder | $185 | $4,835-96.2% | $6,832-97.3% | $5,403-96.6% |