Filed April 19, 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.
Employer 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.)
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 | $45,223 | $157,256-71.2% | $141,162-68.0% | $152,861-70.4% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.4%-17.7pp |
| Annual return | 17.65% | 64.32%-46.7pp | 71.39%-53.7pp | 345.32%-327.7pp |
| Employer contribution / active EE | $95 | $5,261-98.2% | $4,735-98.0% | $4,762-98.0% |
| Participant deferral / active EE | $9,764 | $7,109+37.3% | $6,709+45.5% | $5,850+66.9% |
| Admin fee / account holder | $12,074 | $12,120-0.4% | $10,261+17.7% | $11,596+4.1% |