Filed July 26, 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 9-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 | $39,983 | $53,127-24.7% | $86,590-53.8% | $70,131-43.0% |
| Participation rate | 37.0% | 65.3%-28.3pp | 73.5%-36.5pp | 69.5%-32.5pp |
| Annual return | 15.22% | 27.66%-12.4pp | 964.84%-949.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $391 | $2,068-81.1% | $2,839-86.2% | $2,342-83.3% |
| Participant deferral / active EE | $3,681 | $2,696+36.6% | $3,609+2.0% | $3,332+10.5% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |