Filed October 21, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,266 | $90,503-13.5% | $78,689-0.5% | $273,961-71.4% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 11.22% | 75.60%-64.4pp | 62.18%-51.0pp | 41.45%-30.2pp |
| Employer contribution / active EE | $1,941 | $3,176-38.9% | $2,851-31.9% | $4,869-60.1% |
| Participant deferral / active EE | $3,014 | $3,901-22.8% | $3,517-14.3% | $5,287-43.0% |
| Admin fee / account holder | $177 | $5,263-96.6% | $4,510-96.1% | $10,132-98.3% |