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 | $9,254 | $62,672-85.2% | $185,117-95.0% | $70,131-86.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 18.25% | 40.79%-22.5pp | 40.50%-22.2pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,583 | $1,753+47.3% | $4,182-38.2% | $2,342+10.3% |
| Participant deferral / active EE | $1,577 | $3,272-51.8% | $5,045-68.7% | $3,332-52.7% |
| Admin fee / account holder | $1,465 | $3,932-62.7% | $8,159-82.0% | $4,645-68.5% |