Filed August 31, 2008
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 | $44,583 | $50,958-12.5% | $74,550-40.2% | $64,186-30.5% |
| Participation rate | 96.8% | 61.1%+35.7pp | 69.1%+27.6pp | 69.6%+27.2pp |
| Annual return | 18.89% | -1.86%+20.7pp | 32.53%-13.6pp | 7.63%+11.3pp |
| Employer contribution / active EE | $6,513 | $1,115+484.0% | $1,961+232.2% | $2,381+173.6% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,804 | $4,223-33.6% | $5,060-44.6% | $4,888-42.6% |