Filed April 12, 2007
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.
See 1 actuary disclosure. $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 | $0 | $418,949-100.0% | - | $418,949-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 35.7%-35.7pp |
| Annual return | 7.27% | -0.90%+8.2pp | 0.35%+6.9pp | 15.19%-7.9pp |
| Employer contribution / active EE | $13,043 | $46,197-71.8% | $37,220-65.0% | $34,877-62.6% |
| Participant deferral / active EE | $0 | $36-100.0% | $163-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |