Filed January 23, 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.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,723 | $100,754-80.4% | $86,677-77.2% | $134,475-85.3% |
| Participation rate | 14.3% | 78.9%-64.6pp | 76.6%-62.3pp | 81.2%-66.9pp |
| Annual return | -20.44% | 29.04%-49.5pp | 35.91%-56.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,171 | $5,338-40.6% | $4,656-31.9% | $6,400-50.4% |
| Admin fee / account holder | $295 | $10,926-97.3% | $7,493-96.1% | $11,426-97.4% |