Filed May 24, 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.
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 | $68,023 | $73,981-8.1% | $105,722-35.7% | $62,891+8.2% |
| Participation rate | 50.0% | 71.7%-21.7pp | 78.9%-28.9pp | 69.3%-19.3pp |
| Annual return | 7.71% | 17.60%-9.9pp | 12.25%-4.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $847 | $2,856-70.4% | $4,079-79.2% | $2,281-62.9% |
| Participant deferral / active EE | $2,358 | $4,038-41.6% | $5,326-55.7% | $3,203-26.4% |
| Admin fee / account holder | $3,837 | $5,976-35.8% | $8,308-53.8% | $4,296-10.7% |