Filed December 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 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.)
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,690 | $65,041+13.3% | $90,951-19.0% | $79,858-7.7% |
| Participation rate | 92.1% | 61.6%+30.5pp | 69.0%+23.1pp | 69.6%+22.5pp |
| Annual return | 9.96% | 30.45%-20.5pp | 134.60%-124.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,144 | $1,247-8.3% | $2,122-46.1% | $2,471-53.7% |
| Participant deferral / active EE | $3,225 | $2,512+28.4% | $3,373-4.4% | $3,740-13.8% |
| Admin fee / account holder | $9,125 | $4,536+101.2% | $5,959+53.1% | $5,306+72.0% |