Filed February 21, 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 | $114,370 | $198,466-42.4% | $170,442-32.9% | $147,584-22.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.00% | 257.29%-230.3pp | 205.93%-178.9pp | 578.55%-551.5pp |
| Employer contribution / active EE | $4,899 | $6,184-20.8% | $5,433-9.8% | $4,876+0.5% |
| Participant deferral / active EE | $6,406 | $5,629+13.8% | $4,939+29.7% | $5,439+17.8% |
| Admin fee / account holder | $17,855 | $16,852+6.0% | $13,880+28.6% | $10,885+64.0% |