Filed December 10, 2005
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 | $38,256 | $49,177-22.2% | $79,464-51.9% | $64,186-40.4% |
| Participation rate | 56.3% | 65.0%-8.8pp | 73.3%-17.1pp | 69.6%-13.3pp |
| Annual return | -7.04% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $469 | $2,076-77.4% | $2,800-83.3% | $2,381-80.3% |
| Participant deferral / active EE | $3,844 | $2,821+36.3% | $3,704+3.8% | $3,470+10.8% |
| Admin fee / account holder | $269 | $3,839-93.0% | $5,113-94.7% | $4,888-94.5% |