Filed March 29, 2006 (most recent of 3 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,250 | $163,101+0.1% | $136,749+19.4% | $142,382+14.7% |
| Participation rate | 91.7% | 78.2%+13.4pp | 72.1%+19.5pp | 80.1%+11.5pp |
| Annual return | 14.97% | 27.54%-12.6pp | 24.33%-9.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,401 | $4,117-17.4% | $3,4000% | $4,299-20.9% |
| Participant deferral / active EE | $9,254 | $5,585+65.7% | $4,692+97.2% | $6,507+42.2% |
| Admin fee / account holder | $4,532 | $14,318-68.3% | $11,386-60.2% | $12,624-64.1% |