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 | $98,704 | $93,024+6.1% | $77,024+28.1% | $134,475-26.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.27% | 62.60%-77.9pp | 42.32%-57.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $5,513 | $3,418+61.3% | $2,812+96.0% | $4,740+16.3% |
| Participant deferral / active EE | $8,251 | $5,238+57.5% | $4,426+86.4% | $6,400+28.9% |
| Admin fee / account holder | $319 | $6,944-95.4% | $5,425-94.1% | $11,426-97.2% |