Filed August 5, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,447 | $46,553-41.0% | $64,056-57.2% | $75,163-63.5% |
| Participation rate | 38.5% | 65.9%-27.5pp | 72.3%-33.8pp | 67.2%-28.7pp |
| Annual return | 9.79% | 26.03%-16.2pp | 33.69%-23.9pp | 160.62%-150.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,293 | $2,837-54.4% | $3,880-66.7% | $4,125-68.6% |
| Admin fee / account holder | $80 | $2,952-97.3% | $3,068-97.4% | $5,651-98.6% |