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 | $81,361 | $49,227+65.3% | $70,449+15.5% | $79,858+1.9% |
| Participation rate | 78.1% | 69.2%+8.9pp | 75.1%+3.0pp | 69.6%+8.4pp |
| Annual return | 15.11% | 30.06%-15.0pp | 109.03%-93.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,373 | $2,099+13.1% | $2,737-13.3% | $2,471-4.0% |
| Participant deferral / active EE | $8,394 | $2,768+203.3% | $3,709+126.3% | $3,740+124.4% |
| Admin fee / account holder | $7,312 | $2,878+154.1% | $3,845+90.2% | $5,306+37.8% |