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.)
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 | $31,386 | $138,347-77.3% | $184,203-83.0% | $80,856-61.2% |
| Participation rate | 88.6% | 83.9%+4.8pp | 86.8%+1.8pp | 67.6%+21.0pp |
| Annual return | 11.94% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,847 | $7,071-59.7% | $9,131-68.8% | $4,296-33.7% |
| Admin fee / account holder | $1,859 | $10,483-82.3% | $13,901-86.6% | $6,918-73.1% |