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.
Employer 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.)
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 | $16,330 | $82,032-80.1% | $123,104-86.7% | $59,632-72.6% |
| Participation rate | 92.4% | 83.2%+9.2pp | 86.8%+5.6pp | 68.7%+23.7pp |
| Annual return | -8.46% | 5.12%-13.6pp | 13.22%-21.7pp | 2041.28%-2049.7pp |
| Employer contribution / active EE | $670 | $3,297-79.7% | $5,151-87.0% | $2,203-69.6% |
| Participant deferral / active EE | $2,044 | $4,667-56.2% | $6,230-67.2% | $3,192-36.0% |
| Admin fee / account holder | $3,005 | $5,881-48.9% | $9,015-66.7% | $4,297-30.1% |