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 | $30,810 | $54,229-43.2% | $70,092-56.0% | $68,494-55.0% |
| Participation rate | 24.6% | 64.5%-39.9pp | 70.5%-45.9pp | 67.9%-43.3pp |
| Annual return | -19.09% | -13.87%-5.2pp | 190.73%-209.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $619 | $2,956-79.0% | $3,849-83.9% | $4,027-84.6% |
| Admin fee / account holder | $287 | $4,694-93.9% | $6,267-95.4% | $5,403-94.7% |