Filed June 20, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,365 | $50,385-97.3% | $75,670-98.2% | $62,292-97.8% |
| Participation rate | 26.1% | 67.7%-41.6pp | 72.3%-46.3pp | 69.5%-43.4pp |
| Annual return | 0.00% | 19.90%-19.9pp | 27.34%-27.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $377 | $2,445-84.6% | $3,142-88.0% | $3,169-88.1% |
| Admin fee / account holder | $1 | $384-99.8% | $5,800-100.0% | $479-99.8% |