Filed October 18, 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 5-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 | $2,198 | $95,416-97.7% | $185,823-98.8% | $85,850-97.4% |
| Participation rate | 58.1% | 68.8%-10.6pp | 81.7%-23.6pp | 69.3%-11.2pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $279 | $3,314-91.6% | $5,167-94.6% | $2,565-89.1% |
| Participant deferral / active EE | $978 | $3,423-71.4% | $5,568-82.4% | $3,952-75.3% |
| Admin fee / account holder | $5 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |