Filed January 31, 2006
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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,409 | $124,319-88.4% | $111,297-87.1% | $167,490-91.4% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 25.96% | 37.44%-11.5pp | 54.65%-28.7pp | 478.56%-452.6pp |
| Employer contribution / active EE | $949 | $3,435-72.4% | $2,731-65.3% | $4,837-80.4% |
| Participant deferral / active EE | $3,411 | $5,180-34.2% | $4,487-24.0% | $6,341-46.2% |
| Admin fee / account holder | $88 | $10,618-99.2% | $7,964-98.9% | $12,309-99.3% |