Filed March 15, 2006 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,601 | $53,127-46.2% | $86,590-67.0% | $70,131-59.2% |
| Participation rate | 12.1% | 65.3%-53.2pp | 73.5%-61.4pp | 69.5%-57.4pp |
| Annual return | 22.65% | 27.66%-5.0pp | 964.84%-942.2pp | 73.14%-50.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $909 | $2,696-66.3% | $3,609-74.8% | $3,332-72.7% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |