Filed April 10, 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 | $51,530 | $181,894-71.7% | $156,549-67.1% | $273,961-81.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.34% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,456 | $6,248-44.7% | $5,501-37.2% | $4,869-29.0% |
| Participant deferral / active EE | $6,643 | $5,550+19.7% | $4,871+36.4% | $5,287+25.6% |
| Admin fee / account holder | $700 | $15,559-95.5% | $13,027-94.6% | $10,132-93.1% |