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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,890 | $110,257-81.1% | $96,544-78.4% | $139,434-85.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | -10.70% | 26.32%-37.0pp | 25.84%-36.5pp | 372.94%-383.6pp |
| Employer contribution / active EE | $2,905 | $3,620-19.7% | $2,965-2.0% | $4,751-38.8% |
| Participant deferral / active EE | $5,753 | $5,548+3.7% | $4,851+18.6% | $6,710-14.3% |
| Admin fee / account holder | $69 | $11,591-99.4% | $8,252-99.2% | $11,403-99.4% |