Filed November 17, 2008 (most recent of 3 filings on file)
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 | $0 | $58,208-100.0% | $81,812-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.3%-72.3pp | 67.6%-67.6pp |
| Annual return | 13.34% | 41.66%-28.3pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $16,503 | $2,340+605.3% | $2,912+466.7% | $2,755+499.1% |
| Participant deferral / active EE | $16,070 | $3,281+389.8% | $4,319+272.1% | $4,296+274.1% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |