Filed March 13, 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 | $42,232 | $85,202-50.4% | $172,739-75.6% | $72,985-42.1% |
| Participation rate | 42.3% | 70.1%-27.8pp | 82.6%-40.3pp | 69.5%-27.2pp |
| Annual return | 20.69% | 27.32%-6.6pp | 802.84%-782.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,003 | $3,324-69.8% | $5,143-80.5% | $2,440-58.9% |
| Participant deferral / active EE | $1,967 | $3,260-39.7% | $5,198-62.2% | $3,607-45.5% |
| Admin fee / account holder | $224 | $5,884-96.2% | $13,954-98.4% | $5,124-95.6% |