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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,021 | $96,305-34.6% | $80,569-21.8% | $139,434-54.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 7.52% | 1350.08%-1342.6pp | 935.43%-927.9pp | 372.94%-365.4pp |
| Employer contribution / active EE | $5,149 | $3,262+57.8% | $2,723+89.1% | $4,751+8.4% |
| Participant deferral / active EE | $9,601 | $5,232+83.5% | $4,447+115.9% | $6,710+43.1% |
| Admin fee / account holder | $54,453 | $6,599+725.2% | $5,377+912.7% | $11,403+377.6% |