Filed February 28, 2000 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,366 | $95,453-10.6% | $112,040-23.8% | $82,448+3.5% |
| Participation rate | 51.6% | 72.8%-21.1pp | 76.5%-24.9pp | 68.1%-16.5pp |
| Annual return | 15.66% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $964 | $2,318-58.4% | $2,954-67.4% | $2,551-62.2% |
| Participant deferral / active EE | $1,584 | $4,224-62.5% | $5,098-68.9% | $4,139-61.7% |
| Admin fee / account holder | $841 | $9,013-90.7% | $12,098-93.0% | $7,234-88.4% |