Filed June 9, 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 9-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 | $16,413 | $59,632-72.5% | - | $59,632-72.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | - | 68.7%+31.3pp |
| Annual return | -1.10% | 2041.28%-2042.4pp | - | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,473 | $2,203-33.1% | - | $2,203-33.1% |
| Participant deferral / active EE | $0 | $3,192-100.0% | - | $3,192-100.0% |
| Admin fee / account holder | $400 | $4,297-90.7% | - | $4,297-90.7% |