Filed June 18, 2014 (most recent of 2 filings on file)
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.
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 | $16,931 | $185,822-90.9% | $169,993-90.0% | $139,434-87.9% |
| Participation rate | 73.9% | 87.8%-13.8pp | 87.0%-13.1pp | 80.3%-6.4pp |
| Annual return | 12.71% | 60.50%-47.8pp | 53.37%-40.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $946 | $7,590-87.5% | $6,785-86.1% | $4,751-80.1% |
| Participant deferral / active EE | $2,088 | $11,622-82.0% | $10,408-79.9% | $6,710-68.9% |
| Admin fee / account holder | $1,535 | $15,381-90.0% | $12,815-88.0% | $11,403-86.5% |