Filed December 27, 2007 (most recent of 3 filings on file)
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 | $156,414 | $215,361-27.4% | $171,082-8.6% | $273,961-42.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 12.90% | 25.14%-12.2pp | 32.56%-19.7pp | 41.45%-28.6pp |
| Employer contribution / active EE | $3,506 | $4,967-29.4% | $4,002-12.4% | $4,869-28.0% |
| Participant deferral / active EE | $4,869 | $5,543-12.2% | $4,797+1.5% | $5,287-7.9% |
| Admin fee / account holder | $2,567 | $10,846-76.3% | $8,520-69.9% | $10,132-74.7% |