Filed November 9, 2005
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,648 | $104,974-15.6% | $95,585-7.3% | $142,382-37.7% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.1%-30.0pp | 80.1%-38.0pp |
| Annual return | 20.93% | 210.33%-189.4pp | 38.56%-17.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $852 | $2,779-69.4% | $2,527-66.3% | $4,299-80.2% |
| Participant deferral / active EE | $1,395 | $4,352-67.9% | $4,023-65.3% | $6,507-78.6% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |