Filed July 12, 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 5-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,949 | $50,972-96.2% | $88,538-97.8% | $72,985-97.3% |
| Participation rate | 8.3% | 63.4%-55.1pp | 68.7%-60.4pp | 69.5%-61.2pp |
| Annual return | 0.00% | 29.62%-29.6pp | 43.64%-43.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $155 | $2,230-93.0% | $2,914-94.7% | $3,607-95.7% |
| Admin fee / account holder | $0 | $3,230-100.0% | $4,310-100.0% | $5,124-100.0% |