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 | $19,437 | $67,411-71.2% | $91,001-78.6% | $70,131-72.3% |
| Participation rate | 80.9% | 71.4%+9.5pp | 75.6%+5.3pp | 69.5%+11.3pp |
| Annual return | 20.65% | -40.16%+60.8pp | 4.60%+16.1pp | 73.14%-52.5pp |
| Employer contribution / active EE | $628 | $1,786-64.8% | $2,456-74.4% | $2,342-73.2% |
| Participant deferral / active EE | $2,580 | $2,823-8.6% | $3,547-27.3% | $3,332-22.6% |
| Admin fee / account holder | $3,886 | $4,236-8.3% | $5,417-28.3% | $4,645-16.4% |