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 5-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.
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 | $16,509 | $117,841-86.0% | $102,423-83.9% | $145,922-88.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.74% | 31.65%-17.9pp | 29.32%-15.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,013 | $3,615-72.0% | $3,023-66.5% | $4,660-78.3% |
| Participant deferral / active EE | $1,090 | $5,731-81.0% | $5,053-78.4% | $6,688-83.7% |
| Admin fee / account holder | $221 | $13,326-98.3% | $9,451-97.7% | $13,397-98.4% |