Filed January 6, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,569 | $77,634-82.5% | $156,549-91.3% | $62,891-78.4% |
| Participation rate | 69.2% | 71.2%-2.0pp | 84.0%-14.8pp | 69.3%-0.1pp |
| Annual return | 0.97% | 50.32%-49.4pp | 32.23%-31.3pp | 20.14%-19.2pp |
| Employer contribution / active EE | $304 | $3,444-91.2% | $5,501-94.5% | $2,281-86.7% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $158 | $5,561-97.2% | $13,027-98.8% | $4,296-96.3% |