Filed July 19, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,039 | $100,852-53.4% | $90,404-48.0% | $158,922-70.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 21.81% | 1724.20%-1702.4pp | 1293.02%-1271.2pp | 302.83%-281.0pp |
| Employer contribution / active EE | $1,863 | $3,689-49.5% | $3,262-42.9% | $4,761-60.9% |
| Participant deferral / active EE | $5,798 | $4,348+33.3% | $3,963+46.3% | $5,982-3.1% |
| Admin fee / account holder | $21 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |