Filed December 6, 2007
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,026 | $72,277-46.0% | $101,248-61.5% | $79,858-51.1% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 5.49% | 22.30%-16.8pp | 46.47%-41.0pp | 31.71%-26.2pp |
| Employer contribution / active EE | $1,039 | $2,692-61.4% | $3,660-71.6% | $2,471-57.9% |
| Participant deferral / active EE | $2,315 | $3,282-29.5% | $4,370-47.0% | $3,740-38.1% |
| Admin fee / account holder | $267 | $4,400-93.9% | $5,945-95.5% | $5,306-95.0% |