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 | $15,794 | $100,754-84.3% | $86,677-81.8% | $134,475-88.3% |
| Participation rate | 68.2% | 78.9%-10.7pp | 76.6%-8.4pp | 81.2%-13.0pp |
| Annual return | -19.70% | 29.04%-48.7pp | 35.91%-55.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,025 | $3,489-70.6% | $2,836-63.9% | $4,740-78.4% |
| Participant deferral / active EE | $3,432 | $5,338-35.7% | $4,656-26.3% | $6,400-46.4% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |