Filed June 13, 2008 (most recent of 2 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,784 | $72,114-49.0% | $108,745-66.2% | $62,891-41.5% |
| Participation rate | 63.6% | 74.6%-11.0pp | 77.7%-14.0pp | 69.3%-5.7pp |
| Annual return | 7.94% | 13.41%-5.5pp | 46.22%-38.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,069 | $2,694-60.3% | $3,323-67.8% | $2,281-53.2% |
| Participant deferral / active EE | $2,004 | $4,044-50.5% | $5,121-60.9% | $3,203-37.4% |
| Admin fee / account holder | $94 | $4,608-98.0% | $6,144-98.5% | $4,296-97.8% |