Filed December 23, 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 8-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 | $20,197 | $82,032-75.4% | $123,104-83.6% | $59,632-66.1% |
| Participation rate | 85.1% | 83.2%+1.9pp | 86.8%-1.7pp | 68.7%+16.4pp |
| Annual return | -2.77% | 5.12%-7.9pp | 13.22%-16.0pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $1,904 | $3,297-42.3% | $5,151-63.0% | $2,203-13.6% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,824 | $5,881-35.0% | $9,015-57.6% | $4,297-11.0% |