Filed June 23, 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 9-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.
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 | $21,543 | $183,963-88.3% | $162,163-86.7% | $152,861-85.9% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.6%+8.1pp | 82.4%+13.2pp |
| Annual return | 28.55% | 150.76%-122.2pp | 115.59%-87.0pp | 345.32%-316.8pp |
| Employer contribution / active EE | $2,154 | $6,371-66.2% | $5,614-61.6% | $4,762-54.8% |
| Participant deferral / active EE | $4,159 | $8,034-48.2% | $7,298-43.0% | $5,850-28.9% |
| Admin fee / account holder | $510 | $13,121-96.1% | $10,843-95.3% | $11,596-95.6% |