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 | $95,803-10.9% | $113,168-24.6% | $84,808+0.7% |
| Participation rate | 51.6% | 72.9%-21.3pp | 76.6%-25.0pp | 68.3%-16.7pp |
| Annual return | 15.66% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $964 | $2,360-59.2% | $2,975-67.6% | $2,631-63.4% |
| Participant deferral / active EE | $1,584 | $4,242-62.7% | $5,107-69.0% | $4,212-62.4% |
| Admin fee / account holder | $841 | $8,989-90.6% | $12,068-93.0% | $7,344-88.5% |