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 | $60,302 | $45,035+33.9% | $62,995-4.3% | $70,131-14.0% |
| Participation rate | 77.6% | 69.5%+8.1pp | 74.8%+2.8pp | 69.5%+8.1pp |
| Annual return | 125.89% | 18.76%+107.1pp | 87.57%+38.3pp | 73.14%+52.8pp |
| Employer contribution / active EE | $1,606 | $2,051-21.7% | $2,759-41.8% | $2,342-31.4% |
| Participant deferral / active EE | $6,018 | $2,465+144.2% | $3,329+80.8% | $3,332+80.6% |
| Admin fee / account holder | $57,819 | $2,834+1940.0% | $3,600+1506.1% | $4,645+1144.7% |