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.
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.)
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 | $82,867 | $82,8820% | $127,761-35.1% | $72,985+13.5% |
| Participation rate | 35.1% | 71.5%-36.4pp | 79.0%-43.9pp | 69.5%-34.4pp |
| Annual return | 24.98% | 32.20%-7.2pp | 26.14%-1.2pp | 81.00%-56.0pp |
| Employer contribution / active EE | $710 | $3,346-78.8% | $4,574-84.5% | $2,440-70.9% |
| Participant deferral / active EE | $2,372 | $4,791-50.5% | $6,021-60.6% | $3,607-34.2% |
| Admin fee / account holder | $13,571 | $6,487+109.2% | $9,395+44.4% | $5,124+164.8% |