Filed August 27, 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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,455 | $58,208-64.9% | $81,812-75.0% | $80,856-74.7% |
| Participation rate | 86.2% | 63.4%+22.8pp | 72.3%+13.9pp | 67.6%+18.6pp |
| Annual return | 10.39% | 41.66%-31.3pp | 773.79%-763.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,628 | $2,340-30.4% | $2,912-44.1% | $2,755-40.9% |
| Participant deferral / active EE | $4,921 | $3,281+50.0% | $4,319+14.0% | $4,296+14.6% |
| Admin fee / account holder | $2,438 | $4,981-51.1% | $7,386-67.0% | $6,918-64.8% |