Filed March 30, 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 | $259,170 | $136,307+90.1% | $106,619+143.1% | $273,961-5.4% |
| Participation rate | 95.0% | 84.8%+10.2pp | 78.0%+17.0pp | 83.0%+12.0pp |
| Annual return | 4.61% | 11.05%-6.4pp | 9.42%-4.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $6,771 | $5,190+30.5% | $3,947+71.6% | $4,869+39.1% |
| Participant deferral / active EE | $7,412 | $4,969+49.1% | $3,930+88.6% | $5,287+40.2% |
| Admin fee / account holder | $15,154 | $8,625+75.7% | $6,418+136.1% | $10,132+49.6% |