Filed February 21, 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 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 | $23,271 | $39,162-40.6% | $100,671-76.9% | $59,632-61.0% |
| Participation rate | 61.3% | 55.9%+5.5pp | 70.7%-9.4pp | 68.7%-7.3pp |
| Annual return | -1.31% | 21.07%-22.4pp | 20.43%-21.7pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,029 | $1,151-10.6% | $4,012-74.4% | $2,203-53.3% |
| Participant deferral / active EE | $2,904 | $1,992+45.8% | $3,144-7.6% | $3,192-9.0% |
| Admin fee / account holder | $294 | $2,969-90.1% | $4,850-93.9% | $4,297-93.2% |