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.)
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 | $11,770 | $73,933-84.1% | $96,683-87.8% | $75,163-84.3% |
| Participation rate | 94.7% | 66.4%+28.3pp | 74.3%+20.4pp | 67.2%+27.5pp |
| Annual return | 11.41% | 26.70%-15.3pp | 35.69%-24.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,308 | $2,928-55.3% | $3,737-65.0% | $2,670-51.0% |
| Participant deferral / active EE | $840 | $3,659-77.0% | $4,878-82.8% | $4,125-79.6% |
| Admin fee / account holder | $1,361 | $5,216-73.9% | $6,730-79.8% | $5,651-75.9% |