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 | $67,118 | $56,897+18.0% | $84,750-20.8% | $62,891+6.7% |
| Participation rate | 67.9% | 68.5%-0.7pp | 76.6%-8.7pp | 69.3%-1.4pp |
| Annual return | 8.68% | 6.30%+2.4pp | 22.78%-14.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $329 | $2,400-86.3% | $3,574-90.8% | $2,281-85.6% |
| Participant deferral / active EE | $2,427 | $2,709-10.4% | $3,712-34.6% | $3,203-24.2% |
| Admin fee / account holder | $4,545 | $3,581+26.9% | $5,332-14.8% | $4,296+5.8% |