Filed April 12, 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 9-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,877 | $88,751-29.2% | $81,812-23.1% | $145,922-56.9% |
| Participation rate | 60.9% | 75.0%-14.2pp | 72.3%-11.5pp | 80.3%-19.4pp |
| Annual return | 36.49% | 1025.40%-988.9pp | 773.79%-737.3pp | 561.29%-524.8pp |
| Employer contribution / active EE | $2,649 | $3,083-14.1% | $2,912-9.0% | $4,660-43.2% |
| Participant deferral / active EE | $6,736 | $4,643+45.1% | $4,319+56.0% | $6,688+0.7% |
| Admin fee / account holder | $1,040 | $8,415-87.6% | $7,386-85.9% | $13,397-92.2% |