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 | $64,089 | $72,277-11.3% | $101,248-36.7% | $79,858-19.7% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 19.10% | 22.30%-3.2pp | 46.47%-27.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $317 | $2,692-88.2% | $3,660-91.3% | $2,471-87.2% |
| Participant deferral / active EE | $2,261 | $3,282-31.1% | $4,370-48.3% | $3,740-39.5% |
| Admin fee / account holder | $8,432 | $4,400+91.6% | $5,945+41.8% | $5,306+58.9% |