Filed May 29, 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 | $148,311 | $123,793+19.8% | $177,821-16.6% | $79,858+85.7% |
| Participation rate | 93.6% | 84.7%+9.0pp | 87.7%+5.9pp | 69.6%+24.0pp |
| Annual return | 13.50% | 22.82%-9.3pp | 48.32%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,559 | $4,095-13.1% | $5,918-39.9% | $2,471+44.1% |
| Participant deferral / active EE | $5,448 | $5,956-8.5% | $7,714-29.4% | $3,740+45.7% |
| Admin fee / account holder | $19,454 | $7,243+168.6% | $12,427+56.5% | $5,306+266.6% |