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 9-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 | $17,151 | $76,000-77.4% | $154,107-88.9% | $64,186-73.3% |
| Participation rate | 32.4% | 70.4%-38.1pp | 83.0%-50.7pp | 69.6%-37.2pp |
| Annual return | 12.81% | 30.32%-17.5pp | 735.12%-722.3pp | 7.63%+5.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,479 | $3,175-53.4% | $5,081-70.9% | $3,470-57.4% |
| Admin fee / account holder | $188 | $5,596-96.6% | $13,411-98.6% | $4,888-96.2% |