Filed January 29, 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 | $90,902 | $65,685+38.4% | $57,179+59.0% | $273,961-66.8% |
| Participation rate | 57.1% | 78.3%-21.2pp | 75.3%-18.2pp | 83.0%-25.9pp |
| Annual return | 6.71% | 21.99%-15.3pp | 14.59%-7.9pp | 41.45%-34.7pp |
| Employer contribution / active EE | $961 | $3,279-70.7% | $2,682-64.2% | $4,869-80.3% |
| Participant deferral / active EE | $4,922 | $3,782+30.2% | $3,096+59.0% | $5,287-6.9% |
| Admin fee / account holder | $12 | $4,835-99.8% | $3,139-99.6% | $10,132-99.9% |