Filed April 12, 2000 (most recent of 2 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,326 | $47,848-78.4% | $81,478-87.3% | $70,131-85.3% |
| Participation rate | 37.1% | 58.3%-21.1pp | 68.0%-30.8pp | 69.5%-32.4pp |
| Annual return | 31.01% | 27.25%+3.8pp | 38.78%-7.8pp | 73.14%-42.1pp |
| Employer contribution / active EE | $760 | $1,527-50.2% | $2,568-70.4% | $2,342-67.5% |
| Participant deferral / active EE | $1,684 | $2,453-31.3% | $3,537-52.4% | $3,332-49.4% |
| Admin fee / account holder | $28 | $3,145-99.1% | $4,561-99.4% | $4,645-99.4% |