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 | $7,462 | $72,277-89.7% | $101,248-92.6% | $79,858-90.7% |
| Participation rate | 93.9% | 68.5%+25.5pp | 75.8%+18.1pp | 69.6%+24.3pp |
| Annual return | 14.34% | 22.30%-8.0pp | 46.47%-32.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,336 | $2,692-50.4% | $3,660-63.5% | $2,471-45.9% |
| Participant deferral / active EE | $851 | $3,282-74.1% | $4,370-80.5% | $3,740-77.3% |
| Admin fee / account holder | $697 | $4,400-84.2% | $5,945-88.3% | $5,306-86.9% |