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 | $74,080 | $72,492+2.2% | $87,100-14.9% | $72,985+1.5% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 24.84% | 24.46%+0.4pp | 28.19%-3.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,337 | $1,894+23.4% | $2,521-7.3% | $2,440-4.2% |
| Participant deferral / active EE | $5,816 | $3,270+77.9% | $4,049+43.6% | $3,607+61.2% |
| Admin fee / account holder | $1,603 | $5,055-68.3% | $7,497-78.6% | $5,124-68.7% |