Filed November 20, 2007
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.
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 | $8,459 | $102,966-91.8% | $90,281-90.6% | $152,861-94.5% |
| Participation rate | 64.7% | 75.9%-11.2pp | 73.3%-8.6pp | 82.4%-17.7pp |
| Annual return | 25.22% | 95.16%-69.9pp | 78.10%-52.9pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,289 | $3,139-58.9% | $2,854-54.9% | $4,762-72.9% |
| Participant deferral / active EE | $2,400 | $4,281-43.9% | $3,885-38.2% | $5,850-59.0% |
| Admin fee / account holder | $220 | $6,171-96.4% | $5,351-95.9% | $11,596-98.1% |