Filed December 28, 2005
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,193 | $48,076-70.5% | $78,689-82.0% | $62,891-77.4% |
| Participation rate | 23.2% | 65.2%-42.0pp | 73.6%-50.3pp | 69.3%-46.1pp |
| Annual return | 5.71% | 31.35%-25.6pp | 62.18%-56.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,398 | $2,588-46.0% | $3,517-60.3% | $3,203-56.4% |
| Admin fee / account holder | $17 | $3,207-99.5% | $4,510-99.6% | $4,296-99.6% |