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 | $128,041 | $185,200-30.9% | $142,863-10.4% | $167,490-23.6% |
| Participation rate | 76.2% | 78.4%-2.3pp | 71.9%+4.3pp | 82.1%-5.9pp |
| Annual return | 12.42% | 8555.70%-8543.3pp | 5637.54%-5625.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,500 | $5,604-37.6% | $4,144-15.5% | $4,837-27.7% |
| Participant deferral / active EE | $7,617 | $4,494+69.5% | $3,837+98.5% | $6,341+20.1% |
| Admin fee / account holder | $8,442 | $8,031+5.1% | $6,560+28.7% | $12,309-31.4% |