Filed November 24, 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.)
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 | $11,945 | $158,817-92.5% | $121,196-90.1% | $135,375-91.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.13% | -0.64%-5.5pp | 16.93%-23.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,963 | $5,665-65.3% | $4,022-51.2% | $4,779-58.9% |
| Participant deferral / active EE | $2,817 | $4,005-29.7% | $3,344-15.8% | $5,609-49.8% |
| Admin fee / account holder | $1,347 | $6,512-79.3% | $5,019-73.2% | $10,827-87.6% |