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 | $31,958 | $109,359-70.8% | $162,163-80.3% | $72,985-56.2% |
| Participation rate | 76.9% | 84.3%-7.3pp | 87.6%-10.6pp | 69.5%+7.4pp |
| Annual return | 21.00% | 25.46%-4.5pp | 115.59%-94.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,189 | $3,907-44.0% | $5,614-61.0% | $2,440-10.3% |
| Participant deferral / active EE | $3,775 | $5,481-31.1% | $7,298-48.3% | $3,607+4.6% |
| Admin fee / account holder | $11,349 | $7,972+42.4% | $10,843+4.7% | $5,124+121.5% |