Filed November 9, 2005
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,164 | $48,076-45.6% | $78,689-66.8% | $62,891-58.4% |
| Participation rate | 40.5% | 65.2%-24.7pp | 73.6%-33.0pp | 69.3%-28.8pp |
| Annual return | 0.69% | 31.35%-30.7pp | 62.18%-61.5pp | 20.14%-19.4pp |
| Employer contribution / active EE | $1,038 | $2,015-48.5% | $2,851-63.6% | $2,281-54.5% |
| Participant deferral / active EE | $1,032 | $2,588-60.1% | $3,517-70.6% | $3,203-67.8% |
| Admin fee / account holder | $184 | $3,207-94.3% | $4,510-95.9% | $4,296-95.7% |