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 | $31,042 | $125,758-75.3% | $169,993-81.7% | $75,163-58.7% |
| Participation rate | 83.8% | 83.6%+0.2pp | 87.0%-3.2pp | 67.2%+16.6pp |
| Annual return | 12.84% | 27.20%-14.4pp | 53.37%-40.5pp | 160.62%-147.8pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,996 | $6,837-56.2% | $10,408-71.2% | $4,125-27.4% |
| Admin fee / account holder | $4,158 | $8,173-49.1% | $12,815-67.6% | $5,651-26.4% |