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 | $15,017 | $45,073-66.7% | $69,455-78.4% | $72,985-79.4% |
| Participation rate | 18.6% | 68.5%-49.8pp | 74.6%-56.0pp | 69.5%-50.8pp |
| Annual return | 20.99% | 22.65%-1.7pp | 28.97%-8.0pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $335 | $2,602-87.1% | $3,535-90.5% | $3,607-90.7% |
| Admin fee / account holder | $23 | $3,056-99.3% | $3,839-99.4% | $5,124-99.6% |