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 | $27,091 | $137,414-80.3% | $189,513-85.7% | $85,850-68.4% |
| Participation rate | 87.8% | 84.6%+3.2pp | 87.8%0pp | 69.3%+18.5pp |
| Annual return | 8.04% | 38.14%-30.1pp | 555.15%-547.1pp | 318.53%-310.5pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,667 | $6,260-57.4% | $8,221-67.6% | $3,952-32.5% |
| Admin fee / account holder | $3,292 | $8,630-61.9% | $12,045-72.7% | $6,260-47.4% |