Filed November 22, 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.
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 | $11,395 | $76,000-85.0% | $154,107-92.6% | $64,186-82.2% |
| Participation rate | 35.0% | 70.4%-35.4pp | 83.0%-48.0pp | 69.6%-34.6pp |
| Annual return | 9.96% | 30.32%-20.4pp | 735.12%-725.2pp | 7.63%+2.3pp |
| Employer contribution / active EE | $666 | $3,351-80.1% | $5,298-87.4% | $2,381-72.0% |
| Participant deferral / active EE | $341 | $3,175-89.3% | $5,081-93.3% | $3,470-90.2% |
| Admin fee / account holder | $269 | $5,596-95.2% | $13,411-98.0% | $4,888-94.5% |