Filed March 29, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,981 | $86,286-80.3% | $111,297-84.7% | $85,850-80.2% |
| Participation rate | 13.8% | 73.3%-59.5pp | 77.3%-63.5pp | 69.3%-55.5pp |
| Annual return | 36.36% | 19.99%+16.4pp | 54.65%-18.3pp | 318.53%-282.2pp |
| Employer contribution / active EE | $842 | $2,043-58.8% | $2,731-69.2% | $2,565-67.2% |
| Participant deferral / active EE | $1,204 | $3,641-66.9% | $4,487-73.2% | $3,952-69.5% |
| Admin fee / account holder | $54 | $8,188-99.3% | $7,964-99.3% | $6,260-99.1% |