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 | $169,055 | $125,758+34.4% | $169,993-0.6% | $75,163+124.9% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.0%+6.8pp | 67.2%+26.6pp |
| Annual return | 19.99% | 27.20%-7.2pp | 53.37%-33.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $3,601 | $4,615-22.0% | $6,785-46.9% | $2,670+34.9% |
| Participant deferral / active EE | $5,762 | $6,837-15.7% | $10,408-44.6% | $4,125+39.7% |
| Admin fee / account holder | $11,974 | $8,173+46.5% | $12,815-6.6% | $5,651+111.9% |