Filed November 9, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,301 | $64,707-57.8% | $112,228-75.7% | $68,494-60.1% |
| Participation rate | 66.0% | 67.2%-1.1pp | 75.1%-9.0pp | 67.9%-1.9pp |
| Annual return | -21.25% | -11.40%-9.8pp | 27.45%-48.7pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,712 | $2,746-37.6% | $3,635-52.9% | $2,596-34.1% |
| Participant deferral / active EE | $3,083 | $3,565-13.5% | $4,728-34.8% | $4,027-23.4% |
| Admin fee / account holder | $79 | $5,232-98.5% | $6,410-98.8% | $5,403-98.5% |