Filed September 11, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,405 | $153,772-69.8% | $133,980-65.4% | $273,961-83.1% |
| Participation rate | 47.4% | 88.4%-41.0pp | 87.1%-39.7pp | 83.0%-35.6pp |
| Annual return | 7.37% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $787 | $6,029-86.9% | $5,211-84.9% | $4,869-83.8% |
| Participant deferral / active EE | $1,083 | $6,958-84.4% | $6,282-82.8% | $5,287-79.5% |
| Admin fee / account holder | $252 | $11,765-97.9% | $9,324-97.3% | $10,132-97.5% |