Filed September 19, 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 | $72,991 | $53,127+37.4% | $86,590-15.7% | $70,131+4.1% |
| Participation rate | 86.2% | 65.3%+20.9pp | 73.5%+12.7pp | 69.5%+16.7pp |
| Annual return | 18.46% | 27.66%-9.2pp | 964.84%-946.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,480 | $2,068+19.9% | $2,839-12.7% | $2,342+5.9% |
| Participant deferral / active EE | $6,195 | $2,696+129.8% | $3,609+71.7% | $3,332+86.0% |
| Admin fee / account holder | $681 | $3,585-81.0% | $4,906-86.1% | $4,645-85.3% |