Filed September 28, 2007 (most recent of 2 filings on file)
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 | $42,326 | $101,069-58.1% | $81,478-48.1% | $147,584-71.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 8.42% | 32.40%-24.0pp | 38.78%-30.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $4,301 | $3,205+34.2% | $2,568+67.5% | $4,876-11.8% |
| Participant deferral / active EE | $8,980 | $4,242+111.7% | $3,537+153.9% | $5,439+65.1% |
| Admin fee / account holder | $330 | $5,812-94.3% | $4,561-92.8% | $10,885-97.0% |