Filed November 24, 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 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.
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 | $9,972 | $65,041-84.7% | $90,951-89.0% | $79,858-87.5% |
| Participation rate | 96.6% | 61.6%+34.9pp | 69.0%+27.5pp | 69.6%+26.9pp |
| Annual return | 25.04% | 30.45%-5.4pp | 134.60%-109.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $322 | $1,247-74.2% | $2,122-84.8% | $2,471-87.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $303 | $4,536-93.3% | $5,959-94.9% | $5,306-94.3% |