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.
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 | $38,270 | $89,753-57.4% | $107,525-64.4% | $84,808-54.9% |
| Participation rate | 47.4% | 68.1%-20.7pp | 75.1%-27.7pp | 68.3%-20.9pp |
| Annual return | 17.68% | 29.48%-11.8pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,467 | $3,113-52.9% | $3,754-60.9% | $2,631-44.2% |
| Participant deferral / active EE | $2,276 | $4,056-43.9% | $5,116-55.5% | $4,212-46.0% |
| Admin fee / account holder | $778 | $7,222-89.2% | $8,919-91.3% | $7,344-89.4% |