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.)
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 | $47,221 | $137,414-65.6% | $189,513-75.1% | $85,850-45.0% |
| Participation rate | 77.5% | 84.6%-7.1pp | 87.8%-10.3pp | 69.3%+8.2pp |
| Annual return | 15.79% | 38.14%-22.4pp | 555.15%-539.4pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,741 | $4,344-36.9% | $6,162-55.5% | $2,565+6.8% |
| Participant deferral / active EE | $4,907 | $6,260-21.6% | $8,221-40.3% | $3,952+24.2% |
| Admin fee / account holder | $3,029 | $8,630-64.9% | $12,045-74.9% | $6,260-51.6% |