Filed March 17, 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.
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.)
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 | $39,052 | $71,057-45.0% | $93,654-58.3% | $80,874-51.7% |
| Participation rate | 76.6% | 60.4%+16.2pp | 68.7%+7.9pp | 67.6%+8.9pp |
| Annual return | 6.63% | 11.26%-4.6pp | 133.34%-126.7pp | 35.62%-29.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,304 | $4,034-42.9% | $4,413-47.8% | $4,297-46.4% |
| Admin fee / account holder | $1,400 | $6,944-79.8% | $8,282-83.1% | $6,935-79.8% |