Filed August 8, 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.
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 | $28,599 | $57,065-49.9% | $75,670-62.2% | $70,131-59.2% |
| Participation rate | 65.9% | 68.1%-2.2pp | 72.3%-6.5pp | 69.5%-3.7pp |
| Annual return | 16.05% | 23.57%-7.5pp | 27.34%-11.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $16 | $1,817-99.1% | $2,352-99.3% | $2,342-99.3% |
| Participant deferral / active EE | $55 | $2,580-97.9% | $3,142-98.2% | $3,332-98.3% |
| Admin fee / account holder | $87 | $3,825-97.7% | $5,800-98.5% | $4,645-98.1% |