Filed March 22, 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 | $80,653 | $181,894-55.7% | $156,549-48.5% | $273,961-70.6% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 6.40% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,766 | $6,248-71.7% | $5,501-67.9% | $4,869-63.7% |
| Participant deferral / active EE | $4,852 | $5,550-12.6% | $4,871-0.4% | $5,287-8.2% |
| Admin fee / account holder | $360 | $15,559-97.7% | $13,027-97.2% | $10,132-96.4% |