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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,792 | $105,126-75.5% | $94,646-72.7% | $139,434-81.5% |
| Participation rate | 42.9% | 82.4%-39.5pp | 80.8%-38.0pp | 80.3%-37.5pp |
| Annual return | -8.73% | 38.03%-46.8pp | 156.71%-165.4pp | 372.94%-381.7pp |
| Employer contribution / active EE | $610 | $4,106-85.1% | $3,672-83.4% | $4,751-87.2% |
| Participant deferral / active EE | $1,427 | $7,599-81.2% | $7,418-80.8% | $6,710-78.7% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |