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.
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 | $67,897 | $70,428-3.6% | $96,562-29.7% | $85,850-20.9% |
| Participation rate | 39.4% | 61.8%-22.4pp | 69.8%-30.4pp | 69.3%-29.9pp |
| Annual return | 14.74% | 18.59%-3.9pp | 37.78%-23.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $849 | $2,894-70.7% | $3,849-78.0% | $3,952-78.5% |
| Admin fee / account holder | $2 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |