Filed December 22, 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 | $59,032 | $48,570+21.5% | $130,648-54.8% | $72,985-19.1% |
| Participation rate | 40.7% | 58.6%-17.8pp | 71.7%-31.0pp | 69.5%-28.7pp |
| Annual return | 24.12% | 38.63%-14.5pp | 1708.96%-1684.8pp | 81.00%-56.9pp |
| Employer contribution / active EE | $231 | $1,334-82.7% | $4,092-94.4% | $2,440-90.5% |
| Participant deferral / active EE | $1,221 | $2,384-48.8% | $3,603-66.1% | $3,607-66.2% |
| Admin fee / account holder | $2,502 | $3,549-29.5% | $5,464-54.2% | $5,124-51.2% |