Filed October 27, 2006 (most recent of 2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,559 | $76,000-67.7% | $154,107-84.1% | $64,186-61.7% |
| Participation rate | 23.4% | 70.4%-47.0pp | 83.0%-59.6pp | 69.6%-46.1pp |
| Annual return | 7.40% | 30.32%-22.9pp | 735.12%-727.7pp | 7.63%-0.2pp |
| Employer contribution / active EE | $238 | $3,351-92.9% | $5,298-95.5% | $2,381-90.0% |
| Participant deferral / active EE | $506 | $3,175-84.1% | $5,081-90.0% | $3,470-85.4% |
| Admin fee / account holder | $34 | $5,596-99.4% | $13,411-99.7% | $4,888-99.3% |