Filed January 6, 2006 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,735 | $75,828-81.9% | $147,614-90.7% | $59,632-77.0% |
| Participation rate | 69.8% | 71.6%-1.8pp | 84.6%-14.9pp | 68.7%+1.1pp |
| Annual return | 1.01% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $2,828 | $3,485-18.8% | $5,564-49.2% | $2,203+28.4% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $273 | $5,985-95.4% | $11,611-97.7% | $4,297-93.7% |