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 | $72,906 | $76,912-5.2% | $129,110-43.5% | $68,494+6.4% |
| Participation rate | 52.8% | 69.1%-16.4pp | 77.3%-24.5pp | 67.9%-15.1pp |
| Annual return | -19.21% | -9.78%-9.4pp | -10.94%-8.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,706 | $3,243-47.4% | $5,052-66.2% | $2,596-34.3% |
| Participant deferral / active EE | $6,212 | $4,732+31.3% | $6,542-5.0% | $4,027+54.3% |
| Admin fee / account holder | $2,046 | $6,638-69.2% | $14,302-85.7% | $5,403-62.1% |