Filed September 3, 2008 (most recent of 2 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 | $38,339 | $73,004-47.5% | $90,749-57.8% | $68,494-44.0% |
| Participation rate | 34.9% | 70.8%-35.9pp | 75.7%-40.8pp | 67.9%-32.9pp |
| Annual return | -17.93% | -13.81%-4.1pp | -12.16%-5.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,085 | $2,193-50.5% | $2,921-62.9% | $2,596-58.2% |
| Participant deferral / active EE | $2,180 | $3,627-39.9% | $4,564-52.2% | $4,027-45.9% |
| Admin fee / account holder | $248 | $5,896-95.8% | $8,445-97.1% | $5,403-95.4% |