Filed March 16, 2007 (most recent of 2 filings on file)
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 | $170,300 | $81,632+108.6% | $70,449+141.7% | $158,922+7.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.20% | 208.40%-195.2pp | 109.03%-95.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $8,828 | $3,217+174.4% | $2,737+222.6% | $4,761+85.4% |
| Participant deferral / active EE | $8,319 | $4,554+82.7% | $3,709+124.3% | $5,982+39.1% |
| Admin fee / account holder | $3,422 | $6,193-44.7% | $3,845-11.0% | $11,246-69.6% |