Filed October 19, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,818 | $81,900-55.0% | $119,609-69.2% | $68,494-46.2% |
| Participation rate | 61.8% | 71.9%-10.1pp | 79.3%-17.5pp | 67.9%-6.1pp |
| Annual return | -13.88% | -23.82%+9.9pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,391 | $4,148-42.3% | $5,602-57.3% | $4,027-40.6% |
| Admin fee / account holder | $195 | $6,582-97.0% | $10,323-98.1% | $5,403-96.4% |