Filed January 16, 2006
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 | $20,538 | $55,002-62.7% | $59,878-65.7% | $56,287-63.5% |
| Participation rate | 28.7% | 75.9%-47.2pp | 74.7%-46.0pp | 69.9%-41.1pp |
| Annual return | 10.34% | 1.13%+9.2pp | 3.46%+6.9pp | -9.96%+20.3pp |
| Employer contribution / active EE | $1,036 | $2,448-57.7% | $2,722-61.9% | $2,111-50.9% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |