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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,208 | $45,073+7.0% | $69,455-30.6% | $72,985-33.9% |
| Participation rate | 92.0% | 68.5%+23.5pp | 74.6%+17.4pp | 69.5%+22.5pp |
| Annual return | 17.20% | 22.65%-5.4pp | 28.97%-11.8pp | 81.00%-63.8pp |
| Employer contribution / active EE | $8,853 | $2,054+331.0% | $2,779+218.6% | $2,440+262.9% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,337 | $3,056+41.9% | $3,839+13.0% | $5,124-15.4% |