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 | $80,334 | $78,422+2.4% | $95,952-16.3% | $79,858+0.6% |
| Participation rate | 51.4% | 73.5%-22.1pp | 77.1%-25.6pp | 69.6%-18.2pp |
| Annual return | 25.40% | 19.37%+6.0pp | 91.61%-66.2pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,722 | $1,945-11.5% | $2,541-32.2% | $2,471-30.3% |
| Participant deferral / active EE | $4,333 | $3,440+26.0% | $4,167+4.0% | $3,740+15.8% |
| Admin fee / account holder | $5,741 | $5,622+2.1% | $6,795-15.5% | $5,306+8.2% |