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 | $67,894+6.4% | $89,340-19.2% | $82,448-12.4% |
| Participation rate | 44.7% | 64.0%-19.3pp | 69.6%-24.8pp | 68.1%-23.3pp |
| Annual return | 13.51% | 19.21%-5.7pp | 20.57%-7.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $365 | $1,828-80.0% | $2,231-83.6% | $2,551-85.7% |
| Participant deferral / active EE | $2,030 | $3,072-33.9% | $3,823-46.9% | $4,139-51.0% |
| Admin fee / account holder | $0 | $5,723-100.0% | $6,704-100.0% | $7,234-100.0% |