Filed October 1, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,274 | $87,841-64.4% | $133,980-76.7% | $62,891-50.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 87.1%-15.6pp | 69.3%+2.1pp |
| Annual return | -1.78% | 12.05%-13.8pp | 29.30%-31.1pp | 20.14%-21.9pp |
| Employer contribution / active EE | $1,359 | $3,483-61.0% | $5,211-73.9% | $2,281-40.4% |
| Participant deferral / active EE | $1,931 | $4,812-59.9% | $6,282-69.3% | $3,203-39.7% |
| Admin fee / account holder | $4,295 | $5,371-20.0% | $9,324-53.9% | $4,2960% |