Filed April 29, 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.
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 | $47,216 | $82,978-43.1% | $129,995-63.7% | $71,457-33.9% |
| Participation rate | 23.8% | 74.1%-50.2pp | 78.5%-54.6pp | 67.9%-44.1pp |
| Annual return | 15.74% | 20.60%-4.9pp | -137.18%+152.9pp | 28.85%-13.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $653 | $4,432-85.3% | $5,820-88.8% | $4,289-84.8% |
| Admin fee / account holder | $230 | $1,729-86.7% | $10,614-97.8% | $1,587-85.5% |