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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,071 | $117,841-66.0% | $102,423-60.9% | $145,922-72.5% |
| Participation rate | 63.2% | 78.6%-15.4pp | 76.5%-13.3pp | 80.3%-17.1pp |
| Annual return | 18.40% | 31.65%-13.3pp | 29.32%-10.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,135 | $3,615-68.6% | $3,023-62.4% | $4,660-75.6% |
| Participant deferral / active EE | $4,175 | $5,731-27.2% | $5,053-17.4% | $6,688-37.6% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |