Filed August 29, 2006 (most recent of 4 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 | $32,811 | $65,365-49.8% | $92,893-64.7% | $72,985-55.0% |
| Participation rate | 58.3% | 68.3%-10.0pp | 76.0%-17.7pp | 69.5%-11.2pp |
| Annual return | 23.40% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $805 | $2,594-69.0% | $3,653-78.0% | $2,440-67.0% |
| Participant deferral / active EE | $1,837 | $3,128-41.3% | $4,236-56.6% | $3,607-49.1% |
| Admin fee / account holder | $116 | $4,251-97.3% | $5,794-98.0% | $5,124-97.7% |