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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,559 | $197,591+3.5% | $177,821+15.0% | $158,922+28.7% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.7%-29.4pp | 82.0%-23.6pp |
| Annual return | 7.73% | 58.76%-51.0pp | 48.32%-40.6pp | 302.83%-295.1pp |
| Employer contribution / active EE | $3,497 | $6,697-47.8% | $5,918-40.9% | $4,761-26.5% |
| Participant deferral / active EE | $6,708 | $8,405-20.2% | $7,714-13.0% | $5,982+12.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |