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 | $213,479 | $105,859+101.7% | $90,160+136.8% | $147,584+44.6% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 15.24% | 37.63%-22.4pp | 34.88%-19.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $368 | $4,126-91.1% | $3,318-88.9% | $4,876-92.4% |
| Participant deferral / active EE | $3,792 | $5,733-33.9% | $5,288-28.3% | $5,439-30.3% |
| Admin fee / account holder | $197 | $8,046-97.6% | $5,943-96.7% | $10,885-98.2% |