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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,416 | $96,557+80.6% | $80,975+115.4% | $273,961-36.3% |
| Participation rate | 36.4% | 79.1%-42.7pp | 75.8%-39.4pp | 83.0%-46.7pp |
| Annual return | 8.47% | 15.14%-6.7pp | 17.10%-8.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $403 | $4,868-91.7% | $3,714-89.1% | $4,869-91.7% |
| Participant deferral / active EE | $4,167 | $6,598-36.8% | $5,696-26.9% | $5,287-21.2% |
| Admin fee / account holder | $215 | $7,492-97.1% | $5,516-96.1% | $10,132-97.9% |