Filed February 26, 2001
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 7-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.
Participant 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 | $24,835 | $73,933-66.4% | $96,683-74.3% | $75,163-67.0% |
| Participation rate | 31.0% | 66.4%-35.4pp | 74.3%-43.4pp | 67.2%-36.2pp |
| Annual return | 18.08% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $877 | $2,928-70.0% | $3,737-76.5% | $2,670-67.2% |
| Participant deferral / active EE | $1,308 | $3,659-64.2% | $4,878-73.2% | $4,125-68.3% |
| Admin fee / account holder | $303 | $5,216-94.2% | $6,730-95.5% | $5,651-94.6% |