Filed April 24, 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 | $70,571 | $67,606+4.4% | $82,313-14.3% | $70,131+0.6% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.5pp | 69.5%+14.8pp |
| Annual return | 17.59% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,181 | $1,755-32.7% | $2,428-51.4% | $2,342-49.6% |
| Participant deferral / active EE | $3,664 | $2,987+22.7% | $3,706-1.1% | $3,332+10.0% |
| Admin fee / account holder | $2,797 | $4,512-38.0% | $5,608-50.1% | $4,645-39.8% |