Filed October 15, 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.
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 | $6,391 | $65,365-90.2% | $92,893-93.1% | $72,985-91.2% |
| Participation rate | 92.7% | 68.3%+24.4pp | 76.0%+16.7pp | 69.5%+23.2pp |
| Annual return | 17.35% | 42.10%-24.8pp | 109.41%-92.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $886 | $2,594-65.8% | $3,653-75.7% | $2,440-63.7% |
| Participant deferral / active EE | $817 | $3,128-73.9% | $4,236-80.7% | $3,607-77.3% |
| Admin fee / account holder | $771 | $4,251-81.9% | $5,794-86.7% | $5,124-85.0% |