Filed January 21, 2000
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.
Participant 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 | $40,630 | $54,541-25.5% | $78,778-48.4% | $70,131-42.1% |
| Participation rate | 44.1% | 60.8%-16.7pp | 69.2%-25.1pp | 69.5%-25.4pp |
| Annual return | 15.02% | 21.07%-6.1pp | 35.62%-20.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $748 | $2,210-66.1% | $2,958-74.7% | $3,332-77.5% |
| Admin fee / account holder | $1,360 | $3,709-63.3% | $5,134-73.5% | $4,645-70.7% |