Filed July 10, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,348 | $99,640-67.5% | $86,436-62.6% | $134,475-75.9% |
| Participation rate | 25.0% | 82.0%-57.0pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | 2.18% | 6782.58%-6780.4pp | 4394.89%-4392.7pp | 417.96%-415.8pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,061 | $7,246-71.6% | $6,952-70.4% | $6,400-67.8% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |