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 | $46,816 | $96,305-51.4% | $80,569-41.9% | $139,434-66.4% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | 14.97% | 1350.08%-1335.1pp | 935.43%-920.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $233 | $3,262-92.9% | $2,723-91.4% | $4,751-95.1% |
| Participant deferral / active EE | $932 | $5,232-82.2% | $4,447-79.1% | $6,710-86.1% |
| Admin fee / account holder | $23 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |