Filed March 1, 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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,485 | $48,570-74.3% | $130,648-90.4% | $72,985-82.9% |
| Participation rate | 68.4% | 58.6%+9.8pp | 71.7%-3.4pp | 69.5%-1.1pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1708.96%-1709.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,463 | $2,384-38.6% | $3,603-59.4% | $3,607-59.4% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |