Filed January 30, 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,209 | $68,719+5.1% | $91,541-21.1% | $84,808-14.9% |
| Participation rate | 44.7% | 64.5%-19.8pp | 69.8%-25.0pp | 68.3%-23.6pp |
| Annual return | 13.51% | 19.12%-5.6pp | 20.50%-7.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $365 | $1,920-81.0% | $2,505-85.4% | $2,631-86.1% |
| Participant deferral / active EE | $2,030 | $3,136-35.3% | $4,008-49.3% | $4,212-51.8% |
| Admin fee / account holder | $0 | $5,786-100.0% | $6,956-100.0% | $7,344-100.0% |