Filed September 21, 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 | $52,904 | $39,122+35.2% | $57,179-7.5% | $62,891-15.9% |
| Participation rate | 76.4% | 70.5%+5.9pp | 75.3%+1.0pp | 69.3%+7.1pp |
| Annual return | 5.68% | 9.23%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,018 | $1,874+7.7% | $2,682-24.8% | $2,281-11.5% |
| Participant deferral / active EE | $7,800 | $2,374+228.6% | $3,096+151.9% | $3,203+143.5% |
| Admin fee / account holder | $4,532 | $2,592+74.9% | $3,139+44.4% | $4,296+5.5% |