Filed October 19, 1999
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 | $127,870 | $67,411+89.7% | $91,001+40.5% | $70,131+82.3% |
| Participation rate | 62.7% | 71.4%-8.7pp | 75.6%-12.9pp | 69.5%-6.8pp |
| Annual return | 17.02% | -40.16%+57.2pp | 4.60%+12.4pp | 73.14%-56.1pp |
| Employer contribution / active EE | $11 | $1,786-99.4% | $2,456-99.5% | $2,342-99.5% |
| Participant deferral / active EE | $2,947 | $2,823+4.4% | $3,547-16.9% | $3,332-11.5% |
| Admin fee / account holder | $1,497 | $4,236-64.7% | $5,417-72.4% | $4,645-67.8% |