Filed October 26, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,675 | $140,588-81.7% | $123,104-79.1% | $125,391-79.5% |
| Participation rate | 52.2% | 88.2%-36.0pp | 86.8%-34.6pp | 83.2%-31.0pp |
| Annual return | -3.09% | 16.80%-19.9pp | 13.22%-16.3pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,414 | $6,041-76.6% | $5,151-72.5% | $4,866-70.9% |
| Participant deferral / active EE | $2,909 | $6,980-58.3% | $6,230-53.3% | $5,352-45.6% |
| Admin fee / account holder | $2,458 | $11,198-78.1% | $9,015-72.7% | $9,540-74.2% |