Filed August 5, 2005
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,829 | $84,696-75.4% | $75,696-72.5% | $167,490-87.6% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.8%-33.2pp | 82.1%-40.4pp |
| Annual return | 8.27% | 199.36%-191.1pp | 104.53%-96.3pp | 478.56%-470.3pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,294 | $4,580-71.8% | $3,821-66.1% | $6,341-79.6% |
| Admin fee / account holder | $61 | $5,355-98.9% | $3,619-98.3% | $12,309-99.5% |