Filed November 9, 2005
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.
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 | $5,157 | $95,971-94.6% | $74,550-93.1% | $135,375-96.2% |
| Participation rate | 0.0% | 75.7%-75.7pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -8.61% | 56.96%-65.6pp | 32.53%-41.1pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,537 | $2,716-43.4% | $1,961-21.6% | $4,779-67.8% |
| Participant deferral / active EE | $1,948 | $3,843-49.3% | $3,108-37.3% | $5,609-65.3% |
| Admin fee / account holder | $37 | $6,522-99.4% | $5,060-99.3% | $10,827-99.7% |