Filed May 4, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,771 | $54,762-69.4% | $90,281-81.4% | $72,985-77.0% |
| Participation rate | 51.3% | 65.1%-13.9pp | 73.3%-22.0pp | 69.5%-18.2pp |
| Annual return | 16.46% | 30.63%-14.2pp | 78.10%-61.6pp | 81.00%-64.5pp |
| Employer contribution / active EE | $175 | $2,092-91.6% | $2,854-93.9% | $2,440-92.8% |
| Participant deferral / active EE | $334 | $2,887-88.4% | $3,885-91.4% | $3,607-90.7% |
| Admin fee / account holder | $103 | $3,972-97.4% | $5,351-98.1% | $5,124-98.0% |