Filed February 22, 2001 (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.
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 | $64,170 | $52,681+21.8% | $75,781-15.3% | $59,632+7.6% |
| Participation rate | 67.9% | 67.2%+0.7pp | 75.8%-7.9pp | 68.7%-0.7pp |
| Annual return | -2.93% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $108 | $2,193-95.1% | $3,323-96.8% | $2,203-95.1% |
| Participant deferral / active EE | $2,232 | $2,591-13.9% | $3,651-38.9% | $3,192-30.1% |
| Admin fee / account holder | $2,837 | $3,610-21.4% | $5,299-46.5% | $4,297-34.0% |