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 | $83,290 | $104,907-20.6% | $84,611-1.6% | $152,861-45.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.87% | 373.79%-358.9pp | 258.74%-243.9pp | 345.32%-330.5pp |
| Employer contribution / active EE | $5,485 | $3,302+66.1% | $2,652+106.8% | $4,762+15.2% |
| Participant deferral / active EE | $8,552 | $4,688+82.4% | $3,899+119.4% | $5,850+46.2% |
| Admin fee / account holder | $1,500 | $6,241-76.0% | $4,912-69.5% | $11,596-87.1% |