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.
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 | $12,500 | $70,428-82.3% | $96,562-87.1% | $85,850-85.4% |
| Participation rate | 98.1% | 61.8%+36.3pp | 69.8%+28.3pp | 69.3%+28.8pp |
| Annual return | 14.75% | 18.59%-3.8pp | 37.78%-23.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,436 | $1,413+72.4% | $2,356+3.4% | $2,565-5.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,023 | $4,997-59.5% | $6,181-67.3% | $6,260-67.7% |