Filed April 25, 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 | $9,960 | $56,054-82.2% | $171,082-94.2% | $62,891-84.2% |
| Participation rate | 90.7% | 62.9%+27.8pp | 76.7%+14.0pp | 69.3%+21.4pp |
| Annual return | 19.65% | 22.52%-2.9pp | 32.56%-12.9pp | 20.14%-0.5pp |
| Employer contribution / active EE | $1,714 | $1,731-1.0% | $4,002-57.2% | $2,281-24.8% |
| Participant deferral / active EE | $1,503 | $3,158-52.4% | $4,797-68.7% | $3,203-53.1% |
| Admin fee / account holder | $1,812 | $3,647-50.3% | $8,520-78.7% | $4,296-57.8% |