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 | $99,243 | $81,460+21.8% | $103,333-4.0% | $80,856+22.7% |
| Participation rate | 55.1% | 66.8%-11.7pp | 74.5%-19.4pp | 67.6%-12.5pp |
| Annual return | 16.63% | 25.55%-8.9pp | 24.88%-8.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $373 | $3,105-88.0% | $3,868-90.4% | $2,755-86.5% |
| Participant deferral / active EE | $2,744 | $3,869-29.1% | $5,057-45.7% | $4,296-36.1% |
| Admin fee / account holder | $8,834 | $6,566+34.5% | $8,355+5.7% | $6,918+27.7% |