Filed June 14, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,420 | $65,561-71.9% | $86,188-78.6% | $75,163-75.5% |
| Participation rate | 28.6% | 60.5%-31.9pp | 69.0%-40.4pp | 67.2%-38.6pp |
| Annual return | 14.66% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $183 | $1,553-88.2% | $2,380-92.3% | $2,670-93.1% |
| Participant deferral / active EE | $461 | $3,024-84.7% | $3,985-88.4% | $4,125-88.8% |
| Admin fee / account holder | $289 | $5,474-94.7% | $6,852-95.8% | $5,651-94.9% |