Filed December 18, 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 | $198,548 | $197,825+0.4% | $155,790+27.4% | $125,391+58.3% |
| Participation rate | 92.3% | 82.1%+10.2pp | 76.1%+16.2pp | 83.2%+9.1pp |
| Annual return | 0.36% | 86.74%-86.4pp | 71.54%-71.2pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,871 | $4,847-61.4% | $3,836-51.2% | $4,866-61.5% |
| Participant deferral / active EE | $6,301 | $5,630+11.9% | $4,797+31.4% | $5,352+17.7% |
| Admin fee / account holder | $7,129 | $9,545-25.3% | $7,478-4.7% | $9,540-25.3% |