Filed April 25, 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 | $81,635 | $63,346+28.9% | $92,233-11.5% | $70,131+16.4% |
| Participation rate | 84.4% | 68.7%+15.8pp | 76.5%+8.0pp | 69.5%+14.9pp |
| Annual return | 18.30% | 530.12%-511.8pp | 176.28%-158.0pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,118 | $2,471-54.7% | $3,679-69.6% | $2,342-52.3% |
| Participant deferral / active EE | $4,751 | $2,854+66.5% | $3,897+21.9% | $3,332+42.6% |
| Admin fee / account holder | $2,667 | $3,840-30.6% | $5,194-48.7% | $4,645-42.6% |