Filed September 5, 2000
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.
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 | $107,993 | $69,977+54.3% | $108,579-0.5% | $62,891+71.7% |
| Participation rate | 63.4% | 72.9%-9.5pp | 79.6%-16.2pp | 69.3%-5.9pp |
| Annual return | 9.71% | 10.73%-1.0pp | -51.70%+61.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,550 | $2,135+19.4% | $3,758-32.1% | $2,281+11.8% |
| Participant deferral / active EE | $4,690 | $3,165+48.2% | $4,311+8.8% | $3,203+46.4% |
| Admin fee / account holder | $1,212 | $5,076-76.1% | $7,645-84.1% | $4,296-71.8% |