Filed January 3, 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 | $134,359 | $88,751+51.4% | $81,812+64.2% | $145,922-7.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.24% | 1025.40%-1008.2pp | 773.79%-756.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $7,939 | $3,083+157.5% | $2,912+172.6% | $4,660+70.4% |
| Participant deferral / active EE | $7,682 | $4,643+65.5% | $4,319+77.9% | $6,688+14.9% |
| Admin fee / account holder | $623 | $8,415-92.6% | $7,386-91.6% | $13,397-95.4% |