Filed May 31, 2008
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 | $67,007 | $56,897+17.8% | $84,750-20.9% | $62,891+6.5% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | 15.41% | 6.30%+9.1pp | 22.78%-7.4pp | 20.14%-4.7pp |
| Employer contribution / active EE | $2,521 | $2,400+5.1% | $3,574-29.5% | $2,281+10.5% |
| Participant deferral / active EE | $3,452 | $2,709+27.4% | $3,712-7.0% | $3,203+7.8% |
| Admin fee / account holder | $24 | $3,581-99.3% | $5,332-99.6% | $4,296-99.4% |