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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,953 | $101,523-98.1% | $141,162-98.6% | $77,787-97.5% |
| Participation rate | 53.2% | 77.4%-24.2pp | 82.5%-29.3pp | 73.2%-20.0pp |
| Annual return | 18.21% | 56.22%-38.0pp | 71.39%-53.2pp | 32.57%-14.4pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $71 | $6,434-98.9% | $6,709-98.9% | $3,967-98.2% |
| Admin fee / account holder | $21 | $92-76.7% | $10,261-99.8% | $100-78.7% |