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 | $55,785 | $43,327+28.8% | $59,878-6.8% | $64,186-13.1% |
| Participation rate | 76.0% | 69.2%+6.8pp | 74.7%+1.3pp | 69.6%+6.4pp |
| Annual return | -3.40% | -1.55%-1.9pp | 3.46%-6.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,817 | $2,028-10.4% | $2,722-33.2% | $2,381-23.7% |
| Participant deferral / active EE | $6,394 | $2,546+151.1% | $3,402+87.9% | $3,470+84.3% |
| Admin fee / account holder | $6,203 | $3,005+106.4% | $3,590+72.8% | $4,888+26.9% |