Filed December 26, 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.
Employer 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 | $118,920 | $123,793-3.9% | $177,821-33.1% | $79,858+48.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 87.7%-27.7pp | 69.6%-9.6pp |
| Annual return | 12.59% | 22.82%-10.2pp | 48.32%-35.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $379 | $4,095-90.7% | $5,918-93.6% | $2,471-84.7% |
| Participant deferral / active EE | $5,015 | $5,956-15.8% | $7,714-35.0% | $3,740+34.1% |
| Admin fee / account holder | $3,907 | $7,243-46.1% | $12,427-68.6% | $5,306-26.4% |