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 | $120,064 | $100,852+19.0% | $90,404+32.8% | $158,922-24.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 17.22% | 1724.20%-1707.0pp | 1293.02%-1275.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $4,173 | $3,689+13.1% | $3,262+27.9% | $4,761-12.4% |
| Participant deferral / active EE | $10,529 | $4,348+142.2% | $3,963+165.6% | $5,982+76.0% |
| Admin fee / account holder | $1,847 | $6,501-71.6% | $5,611-67.1% | $11,246-83.6% |