Filed April 27, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,678 | $94,529-65.4% | $140,016-76.7% | $64,186-49.1% |
| Participation rate | 81.0% | 84.1%-3.1pp | 87.5%-6.5pp | 69.6%+11.4pp |
| Annual return | -3.15% | 7.77%-10.9pp | 651.12%-654.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,585 | $3,812-58.4% | $5,606-71.7% | $2,381-33.4% |
| Participant deferral / active EE | $2,916 | $5,250-44.5% | $6,927-57.9% | $3,470-16.0% |
| Admin fee / account holder | $896 | $6,741-86.7% | $10,705-91.6% | $4,888-81.7% |