Filed August 29, 2013
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 | $39,593 | $138,347-71.4% | $184,203-78.5% | $80,856-51.0% |
| Participation rate | 95.7% | 83.9%+11.9pp | 86.8%+8.9pp | 67.6%+28.1pp |
| Annual return | 14.75% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,253 | $4,850-74.2% | $6,427-80.5% | $2,755-54.5% |
| Participant deferral / active EE | $1,708 | $7,071-75.8% | $9,131-81.3% | $4,296-60.2% |
| Admin fee / account holder | $1,195 | $10,483-88.6% | $13,901-91.4% | $6,918-82.7% |