Filed March 10, 2006 (most recent of 2 filings on file)
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 | $54,114 | $88,707-39.0% | $74,183-27.1% | $273,961-80.2% |
| Participation rate | 68.2% | 79.4%-11.3pp | 76.6%-8.4pp | 83.0%-14.8pp |
| Annual return | 6.97% | 11.94%-5.0pp | 17.74%-10.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,090 | $3,159-65.5% | $2,370-54.0% | $4,869-77.6% |
| Participant deferral / active EE | $1,833 | $4,212-56.5% | $3,550-48.4% | $5,287-65.3% |
| Admin fee / account holder | $29 | $8,717-99.7% | $5,586-99.5% | $10,132-99.7% |