Filed August 21, 2014
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,292 | $109,359-79.6% | $162,163-86.3% | $72,985-69.5% |
| Participation rate | 84.1% | 84.3%-0.2pp | 87.6%-3.5pp | 69.5%+14.6pp |
| Annual return | 13.66% | 25.46%-11.8pp | 115.59%-101.9pp | 81.00%-67.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,083 | $5,481-62.0% | $7,298-71.5% | $3,607-42.3% |
| Admin fee / account holder | $792 | $7,972-90.1% | $10,843-92.7% | $5,124-84.5% |