Filed July 27, 2007
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 | $11,504 | $43,327-73.4% | $59,878-80.8% | $64,186-82.1% |
| Participation rate | 19.6% | 69.2%-49.5pp | 74.7%-55.1pp | 69.6%-49.9pp |
| Annual return | -5.57% | -1.55%-4.0pp | 3.46%-9.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $331 | $2,546-87.0% | $3,402-90.3% | $3,470-90.5% |
| Admin fee / account holder | $232 | $3,005-92.3% | $3,590-93.5% | $4,888-95.2% |