Filed January 9, 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 | $153,765 | $81,208+89.3% | $98,907+55.5% | $79,858+92.5% |
| Participation rate | 53.6% | 72.5%-18.9pp | 76.0%-22.5pp | 69.6%-16.1pp |
| Annual return | 16.27% | 60.99%-44.7pp | 196.43%-180.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,673 | $1,960-14.6% | $2,689-37.8% | $2,471-32.3% |
| Participant deferral / active EE | $6,855 | $3,265+110.0% | $4,244+61.5% | $3,740+83.3% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |