Filed February 10, 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.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,524 | $123,793-82.6% | $177,821-87.9% | $79,858-73.0% |
| Participation rate | 95.3% | 84.7%+10.6pp | 87.7%+7.6pp | 69.6%+25.7pp |
| Annual return | 3.59% | 22.82%-19.2pp | 48.32%-44.7pp | 31.71%-28.1pp |
| Employer contribution / active EE | $2,121 | $4,095-48.2% | $5,918-64.2% | $2,471-14.2% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,058 | $7,243-71.6% | $12,427-83.4% | $5,306-61.2% |