Filed July 16, 2005
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,328 | $91,190-72.2% | $178,490-85.8% | $79,858-68.3% |
| Participation rate | 39.4% | 69.2%-29.8pp | 81.9%-42.6pp | 69.6%-30.3pp |
| Annual return | 18.17% | 24.19%-6.0pp | 151.07%-132.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $289 | $3,256-91.1% | $5,011-94.2% | $2,471-88.3% |
| Participant deferral / active EE | $734 | $3,236-77.3% | $5,202-85.9% | $3,740-80.4% |
| Admin fee / account holder | $164 | $6,751-97.6% | $13,984-98.8% | $5,306-96.9% |