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.
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 | $24,084 | $48,046-49.9% | $84,611-71.5% | $72,985-67.0% |
| Participation rate | 31.9% | 57.6%-25.7pp | 68.2%-36.3pp | 69.5%-37.6pp |
| Annual return | 24.41% | 37.38%-13.0pp | 258.74%-234.3pp | 81.00%-56.6pp |
| Employer contribution / active EE | $683 | $1,602-57.4% | $2,652-74.3% | $2,440-72.0% |
| Participant deferral / active EE | $1,689 | $2,680-37.0% | $3,899-56.7% | $3,607-53.2% |
| Admin fee / account holder | $1,530 | $3,395-54.9% | $4,912-68.8% | $5,124-70.1% |