Filed July 20, 2006 (most recent of 3 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,240 | $92,222+108.5% | $76,768+150.4% | $135,375+42.0% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -8.08% | 5.46%-13.5pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,548 | $3,216-51.9% | $2,485-37.7% | $4,779-67.6% |
| Participant deferral / active EE | $5,514 | $4,509+22.3% | $3,852+43.2% | $5,609-1.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |