Filed January 23, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,243 | $99,985-19.7% | $146,665-45.3% | $85,850-6.5% |
| Participation rate | 16.0% | 73.1%-57.1pp | 80.1%-64.1pp | 69.3%-53.3pp |
| Annual return | 27.70% | 18.93%+8.8pp | 22.74%+5.0pp | 318.53%-290.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,225 | $4,006-69.4% | $5,506-77.7% | $3,952-69.0% |
| Admin fee / account holder | $155 | $7,702-98.0% | $10,280-98.5% | $6,260-97.5% |