Filed January 14, 2014
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 5-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.)
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 | $4,184 | $69,010-93.9% | $159,960-97.4% | $68,494-93.9% |
| Participation rate | 85.2% | 65.4%+19.8pp | 78.0%+7.2pp | 67.9%+17.3pp |
| Annual return | -14.17% | -9.65%-4.5pp | 408.60%-422.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $323 | $2,213-85.4% | $4,226-92.3% | $2,596-87.5% |
| Participant deferral / active EE | $546 | $4,212-87.0% | $6,182-91.2% | $4,027-86.4% |
| Admin fee / account holder | $760 | $4,798-84.2% | $8,698-91.3% | $5,403-85.9% |