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 | $17,544 | $102,317-82.9% | $146,958-88.1% | $80,856-78.3% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.2%-4.7pp | 67.6%+9.9pp |
| Annual return | 11.69% | 134.76%-123.1pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $283 | $3,713-92.4% | $4,933-94.3% | $2,755-89.7% |
| Participant deferral / active EE | $3,098 | $6,644-53.4% | $8,070-61.6% | $4,296-27.9% |
| Admin fee / account holder | $2,616 | $7,941-67.1% | $12,998-79.9% | $6,918-62.2% |