Filed January 17, 2006
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,454 | $56,897-64.1% | $84,750-75.9% | $62,891-67.5% |
| Participation rate | 42.2% | 68.5%-26.3pp | 76.6%-34.4pp | 69.3%-27.1pp |
| Annual return | 17.80% | 6.30%+11.5pp | 22.78%-5.0pp | 20.14%-2.3pp |
| Employer contribution / active EE | $56 | $2,400-97.7% | $3,574-98.4% | $2,281-97.5% |
| Participant deferral / active EE | $1,113 | $2,709-58.9% | $3,712-70.0% | $3,203-65.2% |
| Admin fee / account holder | $109 | $3,581-97.0% | $5,332-98.0% | $4,296-97.5% |