Filed June 17, 2005 (most recent of 2 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $553,266 | $81,248+581.0% | $155,509+255.8% | $80,856+584.3% |
| Participation rate | 36.4% | 66.2%-29.9pp | 78.2%-41.8pp | 67.6%-31.3pp |
| Annual return | 17.18% | 33.31%-16.1pp | 64.67%-47.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $21,525 | $3,100+594.3% | $4,672+360.7% | $2,755+681.3% |
| Participant deferral / active EE | $29 | $3,452-99.2% | $5,626-99.5% | $4,296-99.3% |
| Admin fee / account holder | -$578 | $7,997-107.2% | $15,912-103.6% | $6,918-108.4% |