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 | $69,979 | $65,365+7.1% | $92,893-24.7% | $72,985-4.1% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 24.63% | 42.10%-17.5pp | 109.41%-84.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $346 | $2,594-86.6% | $3,653-90.5% | $2,440-85.8% |
| Participant deferral / active EE | $2,685 | $3,128-14.2% | $4,236-36.6% | $3,607-25.6% |
| Admin fee / account holder | $7,693 | $4,251+80.9% | $5,794+32.8% | $5,124+50.1% |