Filed January 30, 2008
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,248 | $76,552+80.6% | $123,892+11.6% | $62,891+119.8% |
| Participation rate | 63.2% | 73.0%-9.8pp | 81.4%-18.3pp | 69.3%-6.1pp |
| Annual return | 6.16% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,225 | $2,883-22.8% | $4,617-51.8% | $2,281-2.4% |
| Participant deferral / active EE | $5,621 | $4,840+16.1% | $5,984-6.1% | $3,203+75.5% |
| Admin fee / account holder | $15 | $4,826-99.7% | $8,357-99.8% | $4,296-99.6% |