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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,328 | $123,793-79.5% | $177,821-85.8% | $79,858-68.3% |
| Participation rate | 98.8% | 84.7%+14.1pp | 87.7%+11.0pp | 69.6%+29.1pp |
| Annual return | 15.74% | 22.82%-7.1pp | 48.32%-32.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,281 | $4,095-44.3% | $5,918-61.5% | $2,471-7.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,499 | $7,243-51.7% | $12,427-71.8% | $5,306-34.1% |