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 | $261,960 | $226,064+15.9% | $182,532+43.5% | $152,861+71.4% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 25.27% | 192.51%-167.2pp | 148.54%-123.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,086 | $4,978-58.1% | $4,076-48.8% | $4,762-56.2% |
| Participant deferral / active EE | $5,603 | $6,368-12.0% | $5,524+1.4% | $5,850-4.2% |
| Admin fee / account holder | $5,358 | $10,703-49.9% | $8,592-37.6% | $11,596-53.8% |