Filed May 19, 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.
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 | $17,791 | $54,726-67.5% | $68,793-74.1% | $64,186-72.3% |
| Participation rate | 25.9% | 68.0%-42.2pp | 72.2%-46.4pp | 69.6%-43.7pp |
| Annual return | -5.53% | -1.62%-3.9pp | -4.63%-0.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $582 | $2,626-77.8% | $3,311-82.4% | $3,470-83.2% |
| Admin fee / account holder | $139 | $4,027-96.5% | $5,131-97.3% | $4,888-97.2% |