Filed January 31, 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 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 | $198,949 | $86,699+129.5% | $73,307+171.4% | $125,391+58.7% |
| Participation rate | 37.5% | 78.6%-41.1pp | 74.9%-37.4pp | 83.2%-45.7pp |
| Annual return | 1.73% | 2.78%-1.1pp | 5.67%-3.9pp | 282.22%-280.5pp |
| Employer contribution / active EE | $563 | $4,152-86.4% | $3,237-82.6% | $4,866-88.4% |
| Participant deferral / active EE | $5,797 | $5,550+4.5% | $4,991+16.1% | $5,352+8.3% |
| Admin fee / account holder | $287 | $7,771-96.3% | $5,637-94.9% | $9,540-97.0% |