Filed November 12, 2013
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 | $16,239 | $58,828-72.4% | $77,999-79.2% | $62,891-74.2% |
| Participation rate | 85.2% | 71.1%+14.2pp | 75.5%+9.7pp | 69.3%+15.9pp |
| Annual return | 8.03% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $698 | $1,672-58.2% | $2,470-71.7% | $2,281-69.4% |
| Participant deferral / active EE | $3,383 | $2,686+26.0% | $3,497-3.3% | $3,203+5.6% |
| Admin fee / account holder | $2,864 | $4,393-34.8% | $5,480-47.7% | $4,296-33.3% |