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 | $74,285 | $49,177+51.1% | $79,464-6.5% | $64,186+15.7% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.3%+11.3pp | 69.6%+15.0pp |
| Annual return | -7.05% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,811 | $2,076+35.4% | $2,800+0.4% | $2,381+18.1% |
| Participant deferral / active EE | $6,784 | $2,821+140.4% | $3,704+83.1% | $3,470+95.5% |
| Admin fee / account holder | $2,311 | $3,839-39.8% | $5,113-54.8% | $4,888-52.7% |