Filed October 18, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,854 | $100,773-61.4% | $88,946-56.3% | $142,382-72.7% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.8%-7.3pp | 80.1%-18.6pp |
| Annual return | 19.47% | 70.18%-50.7pp | 57.82%-38.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6 | $2,918-99.8% | $2,555-99.8% | $4,299-99.9% |
| Participant deferral / active EE | $2,444 | $5,230-53.3% | $4,581-46.6% | $6,507-62.4% |
| Admin fee / account holder | $58 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |