Filed May 22, 2008
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 | $19,358 | $47,848-59.5% | $81,478-76.2% | $70,131-72.4% |
| Participation rate | 58.9% | 58.3%+0.7pp | 68.0%-9.0pp | 69.5%-10.6pp |
| Annual return | 17.89% | 27.25%-9.4pp | 38.78%-20.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,165 | $2,453-11.8% | $3,537-38.8% | $3,332-35.0% |
| Admin fee / account holder | $286 | $3,145-90.9% | $4,561-93.7% | $4,645-93.8% |