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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,021 | $71,883-6.8% | $86,677-22.7% | $68,494-2.2% |
| Participation rate | 37.1% | 72.2%-35.1pp | 76.6%-39.4pp | 67.9%-30.7pp |
| Annual return | -25.23% | 3.52%-28.8pp | 35.91%-61.1pp | -7.84%-17.4pp |
| Employer contribution / active EE | $1,516 | $2,173-30.2% | $2,836-46.6% | $2,596-41.6% |
| Participant deferral / active EE | $3,653 | $3,779-3.3% | $4,656-21.5% | $4,027-9.3% |
| Admin fee / account holder | $11,358 | $6,112+85.8% | $7,493+51.6% | $5,403+110.2% |