Filed January 6, 2006
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 | $57,922 | $36,767+57.5% | $81,478-28.9% | $62,292-7.0% |
| Participation rate | 20.8% | 54.4%-33.7pp | 68.0%-47.2pp | 69.5%-48.7pp |
| Annual return | 13.66% | 173.80%-160.1pp | 38.78%-25.1pp | 28.90%-15.2pp |
| Employer contribution / active EE | $611 | $1,128-45.8% | $2,568-76.2% | $2,042-70.1% |
| Participant deferral / active EE | $1,479 | $2,111-29.9% | $3,537-58.2% | $3,169-53.3% |
| Admin fee / account holder | $0 | $797-100.0% | $4,561-100.0% | $479-100.0% |