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.
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 | $28,471 | $52,279-45.5% | $89,391-68.1% | $79,858-64.3% |
| Participation rate | 37.8% | 57.5%-19.7pp | 68.0%-30.1pp | 69.6%-31.8pp |
| Annual return | 19.64% | 22.16%-2.5pp | 245.62%-226.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $736 | $1,572-53.1% | $2,586-71.5% | $2,471-70.2% |
| Participant deferral / active EE | $1,842 | $2,740-32.8% | $3,890-52.7% | $3,740-50.8% |
| Admin fee / account holder | $51 | $3,356-98.5% | $4,881-99.0% | $5,306-99.0% |