Filed March 7, 2001
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.
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 | $44,426 | $67,606-34.3% | $82,313-46.0% | $70,131-36.7% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.9%-12.9pp | 69.5%-5.5pp |
| Annual return | 18.34% | 21.57%-3.2pp | 25.88%-7.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,634 | $1,755-6.9% | $2,428-32.7% | $2,342-30.3% |
| Participant deferral / active EE | $4,019 | $2,987+34.6% | $3,706+8.5% | $3,332+20.6% |
| Admin fee / account holder | $7,027 | $4,512+55.7% | $5,608+25.3% | $4,645+51.3% |