Filed December 6, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,885 | $101,069-46.7% | $81,478-33.9% | $147,584-63.5% |
| Participation rate | 42.9% | 74.5%-31.6pp | 68.0%-25.1pp | 82.8%-40.0pp |
| Annual return | 14.00% | 32.40%-18.4pp | 38.78%-24.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $88 | $3,205-97.2% | $2,568-96.6% | $4,876-98.2% |
| Participant deferral / active EE | $550 | $4,242-87.0% | $3,537-84.5% | $5,439-89.9% |
| Admin fee / account holder | $293 | $5,812-95.0% | $4,561-93.6% | $10,885-97.3% |