Filed June 22, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,613 | $88,874-98.2% | $123,544-98.7% | $75,289-97.9% |
| Participation rate | 58.1% | 75.9%-17.8pp | 82.3%-24.2pp | 72.4%-14.3pp |
| Annual return | -3.47% | 4.22%-7.7pp | 119.20%-122.7pp | -0.04%-3.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $71 | $6,174-98.9% | $6,426-98.9% | $3,739-98.1% |
| Admin fee / account holder | $21 | $95-77.4% | $9,284-99.8% | $102-79.1% |