Filed March 8, 2007
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.)
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 | $39,533 | $72,492-45.5% | $87,100-54.6% | $72,985-45.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.37% | 24.46%-4.1pp | 28.19%-7.8pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,026 | $1,894-45.8% | $2,521-59.3% | $2,440-57.9% |
| Participant deferral / active EE | $3,023 | $3,270-7.6% | $4,049-25.3% | $3,607-16.2% |
| Admin fee / account holder | $4,840 | $5,055-4.3% | $7,497-35.4% | $5,124-5.6% |