Filed July 20, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $247,985 | $109,359+126.8% | $162,163+52.9% | $72,985+239.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.04% | 25.46%-4.4pp | 115.59%-94.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $10,107 | $3,907+158.7% | $5,614+80.0% | $2,440+314.3% |
| Participant deferral / active EE | $2,306 | $5,481-57.9% | $7,298-68.4% | $3,607-36.1% |
| Admin fee / account holder | $5,254 | $7,972-34.1% | $10,843-51.5% | $5,124+2.5% |