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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,358 | $93,571-83.6% | $135,903-88.7% | $75,163-79.6% |
| Participation rate | 74.4% | 75.2%-0.8pp | 81.9%-7.5pp | 67.2%+7.2pp |
| Annual return | 14.77% | 30.90%-16.1pp | 68.23%-53.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $415 | $3,537-88.3% | $4,856-91.5% | $2,670-84.5% |
| Participant deferral / active EE | $2,727 | $6,404-57.4% | $7,758-64.8% | $4,125-33.9% |
| Admin fee / account holder | $1,848 | $6,975-73.5% | $10,762-82.8% | $5,651-67.3% |