Filed August 25, 2008
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,989 | $73,867-79.7% | $143,757-89.6% | $68,494-78.1% |
| Participation rate | 24.4% | 66.7%-42.2pp | 80.3%-55.9pp | 67.9%-43.4pp |
| Annual return | -22.14% | 1.01%-23.1pp | -0.04%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,036 | $3,384-69.4% | $5,637-81.6% | $4,027-74.3% |
| Admin fee / account holder | $20 | $5,755-99.6% | $14,673-99.9% | $5,403-99.6% |