Filed May 8, 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 9-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 | $0 | $73,004-100.0% | $90,749-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 70.8%-70.8pp | 75.7%-75.7pp | 67.9%-67.9pp |
| Annual return | -8.52% | -13.81%+5.3pp | -12.16%+3.6pp | -7.84%-0.7pp |
| Employer contribution / active EE | $1,687 | $2,193-23.1% | $2,921-42.2% | $2,596-35.0% |
| Participant deferral / active EE | $1,744 | $3,627-51.9% | $4,564-61.8% | $4,027-56.7% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |