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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,815 | $77,899-79.7% | $149,673-89.4% | $75,163-79.0% |
| Participation rate | 15.8% | 65.6%-49.8pp | 78.8%-63.0pp | 67.2%-51.4pp |
| Annual return | 18.96% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $101 | $3,137-96.8% | $4,818-97.9% | $2,670-96.2% |
| Participant deferral / active EE | $684 | $3,411-79.9% | $5,680-87.9% | $4,125-83.4% |
| Admin fee / account holder | $143 | $5,956-97.6% | $13,210-98.9% | $5,651-97.5% |