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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,563 | $61,660-66.7% | $80,019-74.3% | $64,186-68.0% |
| Participation rate | 76.9% | 71.7%+5.2pp | 75.8%+1.1pp | 69.6%+7.4pp |
| Annual return | -10.51% | -0.33%-10.2pp | 11.22%-21.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $686 | $1,810-62.1% | $2,468-72.2% | $2,381-71.2% |
| Participant deferral / active EE | $2,977 | $2,968+0.3% | $3,686-19.2% | $3,470-14.2% |
| Admin fee / account holder | $1,040 | $5,417-80.8% | $6,521-84.0% | $4,888-78.7% |