Filed December 8, 2005 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,881 | $171,865+3.5% | $149,718+18.8% | $147,584+20.5% |
| Participation rate | 41.7% | 88.2%-46.5pp | 87.1%-45.4pp | 82.8%-41.2pp |
| Annual return | 7.47% | 2113.22%-2105.7pp | 1501.63%-1494.2pp | 578.55%-571.1pp |
| Employer contribution / active EE | $997 | $6,275-84.1% | $5,445-81.7% | $4,876-79.6% |
| Participant deferral / active EE | $5,271 | $7,271-27.5% | $6,569-19.8% | $5,439-3.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |