Filed January 18, 2007 (most recent of 2 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 4-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.
Employer 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,634 | $82,664-3.7% | $125,339-36.5% | $68,494+16.3% |
| Participation rate | 84.8% | 75.0%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | 803.73% | -5.97%+809.7pp | 572.05%+231.7pp | -7.84%+811.6pp |
| Employer contribution / active EE | $447 | $3,381-86.8% | $4,814-90.7% | $2,596-82.8% |
| Participant deferral / active EE | $7,158 | $6,110+17.1% | $7,446-3.9% | $4,027+77.8% |
| Admin fee / account holder | $9,204 | $6,275+46.7% | $10,010-8.0% | $5,403+70.4% |