Filed December 12, 2007 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,509 | $45,035-12.3% | $62,995-37.3% | $70,131-43.7% |
| Participation rate | 69.0% | 69.5%-0.5pp | 74.8%-5.8pp | 69.5%-0.5pp |
| Annual return | 17.33% | 18.76%-1.4pp | 87.57%-70.2pp | 73.14%-55.8pp |
| Employer contribution / active EE | $592 | $2,051-71.1% | $2,759-78.5% | $2,342-74.7% |
| Participant deferral / active EE | $856 | $2,465-65.3% | $3,329-74.3% | $3,332-74.3% |
| Admin fee / account holder | $135 | $2,834-95.2% | $3,600-96.3% | $4,645-97.1% |