Filed June 14, 2006
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 | $110,537 | $209,832-47.3% | $189,513-41.7% | $167,490-34.0% |
| Participation rate | 94.1% | 88.7%+5.5pp | 87.8%+6.3pp | 82.1%+12.0pp |
| Annual return | 13.75% | 748.27%-734.5pp | 555.15%-541.4pp | 478.56%-464.8pp |
| Employer contribution / active EE | $5,589 | $6,914-19.2% | $6,162-9.3% | $4,837+15.5% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $461 | $14,293-96.8% | $12,045-96.2% | $12,309-96.3% |