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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,061 | $72,388-15.6% | $111,392-45.2% | $64,186-4.9% |
| Participation rate | 46.7% | 70.5%-23.8pp | 78.9%-32.2pp | 69.6%-22.9pp |
| Annual return | -8.15% | -1.50%-6.6pp | -2.06%-6.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $904 | $3,000-69.9% | $4,328-79.1% | $2,381-62.0% |
| Participant deferral / active EE | $3,032 | $4,241-28.5% | $5,567-45.5% | $3,470-12.6% |
| Admin fee / account holder | $2,149 | $5,719-62.4% | $12,266-82.5% | $4,888-56.0% |