Filed July 26, 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 | $215,433 | $127,065+69.5% | $113,168+90.4% | $142,382+51.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.26% | 24.03%-13.8pp | 24.27%-14.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,789 | $3,442-19.0% | $2,975-6.3% | $4,299-35.1% |
| Participant deferral / active EE | $12,598 | $5,716+120.4% | $5,107+146.7% | $6,507+93.6% |
| Admin fee / account holder | $8,773 | $15,736-44.2% | $12,068-27.3% | $12,624-30.5% |