Filed November 1, 2007
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 | $29,663 | $56,897-47.9% | $84,750-65.0% | $62,891-52.8% |
| Participation rate | 42.2% | 68.5%-26.4pp | 76.6%-34.4pp | 69.3%-27.1pp |
| Annual return | 12.93% | 6.30%+6.6pp | 22.78%-9.8pp | 20.14%-7.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $977 | $2,709-63.9% | $3,712-73.7% | $3,203-69.5% |
| Admin fee / account holder | $17 | $3,581-99.5% | $5,332-99.7% | $4,296-99.6% |