Filed September 20, 2013
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,318 | $87,841-65.5% | $133,980-77.4% | $62,891-51.8% |
| Participation rate | 93.9% | 83.4%+10.5pp | 87.1%+6.8pp | 69.3%+24.6pp |
| Annual return | 15.59% | 12.05%+3.5pp | 29.30%-13.7pp | 20.14%-4.6pp |
| Employer contribution / active EE | $2,943 | $3,483-15.5% | $5,211-43.5% | $2,281+29.0% |
| Participant deferral / active EE | $5,376 | $4,812+11.7% | $6,282-14.4% | $3,203+67.8% |
| Admin fee / account holder | $415 | $5,371-92.3% | $9,324-95.5% | $4,296-90.3% |