Filed June 26, 2003
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,303 | $52,836-6.7% | $105,738-53.4% | $64,186-23.2% |
| Participation rate | 51.4% | 66.5%-15.1pp | 76.3%-24.9pp | 69.6%-18.1pp |
| Annual return | -4.53% | 14.30%-18.8pp | 6.27%-10.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $970 | $2,545-61.9% | $4,080-76.2% | $3,470-72.0% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,888-100.0% |