Filed November 9, 2005 (most recent of 2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,544 | $46,674-47.4% | $117,472-79.1% | $68,494-64.2% |
| Participation rate | 16.7% | 56.8%-40.1pp | 70.6%-53.9pp | 67.9%-51.2pp |
| Annual return | -13.19% | -14.52%+1.3pp | 29.74%-42.9pp | -7.84%-5.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $703 | $2,636-73.3% | $4,070-82.7% | $4,027-82.5% |
| Admin fee / account holder | $272 | $4,020-93.2% | $5,645-95.2% | $5,403-95.0% |