Filed April 12, 2007
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 | $33,742 | $65,409-48.4% | $98,442-65.7% | $85,850-60.7% |
| Participation rate | 51.9% | 65.0%-13.1pp | 73.3%-21.5pp | 69.3%-17.5pp |
| Annual return | 16.66% | 21.76%-5.1pp | 1492.73%-1476.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,727 | $2,168-20.3% | $2,960-41.7% | $2,565-32.7% |
| Participant deferral / active EE | $3,343 | $3,166+5.6% | $4,276-21.8% | $3,952-15.4% |
| Admin fee / account holder | $225 | $4,593-95.1% | $5,949-96.2% | $6,260-96.4% |