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.)
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 | $50,415 | $59,805-15.7% | $79,550-36.6% | $68,494-26.4% |
| Participation rate | 41.2% | 61.1%-19.9pp | 69.5%-28.3pp | 67.9%-26.7pp |
| Annual return | -21.12% | -12.30%-8.8pp | 0.16%-21.3pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $756 | $3,024-75.0% | $3,985-81.0% | $4,027-81.2% |
| Admin fee / account holder | $1,750 | $4,835-63.8% | $6,832-74.4% | $5,403-67.6% |