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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,312 | $46,869-48.1% | $122,332-80.1% | $70,131-65.3% |
| Participation rate | 11.5% | 58.2%-46.7pp | 71.6%-60.1pp | 69.5%-58.0pp |
| Annual return | 14.73% | 24.22%-9.5pp | 30.27%-15.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $359 | $2,166-83.4% | $3,287-89.1% | $3,332-89.2% |
| Admin fee / account holder | $262 | $3,322-92.1% | $5,478-95.2% | $4,645-94.4% |