Filed July 15, 2006
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 8-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 | $23,103 | $57,976-60.2% | $62,995-63.3% | $62,292-62.9% |
| Participation rate | 55.0% | 75.9%-21.0pp | 74.8%-19.9pp | 69.5%-14.6pp |
| Annual return | 0.00% | 17.54%-17.5pp | 87.57%-87.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $759 | $2,415-68.6% | $2,759-72.5% | $2,042-62.8% |
| Participant deferral / active EE | $2,002 | $2,956-32.3% | $3,329-39.9% | $3,169-36.8% |
| Admin fee / account holder | $71 | $276-74.3% | $3,600-98.0% | $479-85.2% |