Filed November 30, 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 8-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,264 | $42,383-54.5% | $76,523-74.8% | $64,186-70.0% |
| Participation rate | 24.1% | 58.1%-34.0pp | 68.0%-43.9pp | 69.6%-45.4pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,428 | $2,566-44.4% | $3,835-62.8% | $3,470-58.8% |
| Admin fee / account holder | $91 | $3,198-97.2% | $4,848-98.1% | $4,888-98.1% |