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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,870 | $232,540+16.9% | $185,117+46.9% | $147,584+84.2% |
| Participation rate | 76.9% | 82.4%-5.4pp | 77.3%-0.3pp | 82.8%-5.9pp |
| Annual return | 20.97% | 43.03%-22.1pp | 40.50%-19.5pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,108 | $5,195-59.4% | $4,182-49.6% | $4,876-56.8% |
| Participant deferral / active EE | $6,839 | $5,834+17.2% | $5,045+35.6% | $5,439+25.8% |
| Admin fee / account holder | $2,778 | $10,275-73.0% | $8,159-66.0% | $10,885-74.5% |