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 | $58,474 | $198,466-70.5% | $170,442-65.7% | $147,584-60.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.76% | 257.29%-238.5pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,318 | $6,184-46.3% | $5,433-38.9% | $4,876-32.0% |
| Participant deferral / active EE | $5,665 | $5,629+0.6% | $4,939+14.7% | $5,439+4.2% |
| Admin fee / account holder | $675 | $16,852-96.0% | $13,880-95.1% | $10,885-93.8% |