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 | $51,785 | $171,865-69.9% | $149,718-65.4% | $147,584-64.9% |
| Participation rate | 55.6% | 88.2%-32.6pp | 87.1%-31.5pp | 82.8%-27.3pp |
| Annual return | 13.92% | 2113.22%-2099.3pp | 1501.63%-1487.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,000 | $6,275-84.1% | $5,445-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $1,338 | $7,271-81.6% | $6,569-79.6% | $5,439-75.4% |
| Admin fee / account holder | $202 | $13,799-98.5% | $11,283-98.2% | $10,885-98.1% |