Filed November 14, 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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,397 | $91,019-84.2% | $392,568-96.3% | $72,985-80.3% |
| Participation rate | 58.7% | 74.4%-15.7pp | 78.1%-19.4pp | 69.5%-10.8pp |
| Annual return | 28.46% | 20.00%+8.5pp | 24.42%+4.0pp | 81.00%-52.5pp |
| Employer contribution / active EE | $1,845 | $2,751-32.9% | $3,783-51.2% | $2,440-24.4% |
| Participant deferral / active EE | $3,034 | $4,570-33.6% | $5,985-49.3% | $3,607-15.9% |
| Admin fee / account holder | $159 | $4,895-96.8% | $6,260-97.5% | $5,124-96.9% |