Filed January 17, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,205 | $201,272+51.1% | $184,203+65.1% | $145,922+108.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.10% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $12,652 | $7,022+80.2% | $6,427+96.9% | $4,660+171.5% |
| Participant deferral / active EE | $16,164 | $9,806+64.8% | $9,131+77.0% | $6,688+141.7% |
| Admin fee / account holder | $4,500 | $16,364-72.5% | $13,901-67.6% | $13,397-66.4% |