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 | $47,828 | $51,576-7.3% | $129,207-63.0% | $80,856-40.8% |
| Participation rate | 79.0% | 57.0%+22.1pp | 69.6%+9.4pp | 67.6%+11.4pp |
| Annual return | 15.24% | 20.81%-5.6pp | 9417.33%-9402.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,299 | $1,584+45.1% | $4,153-44.7% | $2,755-16.6% |
| Participant deferral / active EE | $4,590 | $2,669+72.0% | $4,168+10.1% | $4,296+6.8% |
| Admin fee / account holder | $3,477 | $4,305-19.2% | $7,715-54.9% | $6,918-49.7% |