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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,501 | $109,327+19.4% | $89,391+46.0% | $158,922-17.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 15.91% | 345.68%-329.8pp | 245.62%-229.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,069 | $3,170-66.3% | $2,586-58.7% | $4,761-77.6% |
| Participant deferral / active EE | $401 | $4,598-91.3% | $3,890-89.7% | $5,982-93.3% |
| Admin fee / account holder | $3 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |