Filed April 5, 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 | $44,180 | $53,777-17.8% | $134,143-67.1% | $79,858-44.7% |
| Participation rate | 76.2% | 58.8%+17.4pp | 72.2%+4.0pp | 69.6%+6.6pp |
| Annual return | 20.58% | 19.01%+1.6pp | 36.33%-15.8pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,570 | $1,321+18.8% | $3,704-57.6% | $2,471-36.4% |
| Participant deferral / active EE | $2,949 | $2,420+21.8% | $3,499-15.7% | $3,740-21.2% |
| Admin fee / account holder | $730 | $3,984-81.7% | $6,684-89.1% | $5,306-86.2% |