Filed August 8, 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 | $23,268 | $53,018-56.1% | $70,014-66.8% | $62,891-63.0% |
| Participation rate | 77.5% | 67.2%+10.3pp | 71.8%+5.7pp | 69.3%+8.2pp |
| Annual return | 8.77% | 13.35%-4.6pp | 12.99%-4.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $880 | $1,799-51.1% | $2,338-62.4% | $2,281-61.4% |
| Participant deferral / active EE | $1,085 | $2,395-54.7% | $2,931-63.0% | $3,203-66.1% |
| Admin fee / account holder | $5,994 | $3,690+62.5% | $4,380+36.8% | $4,296+39.5% |