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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,849 | $100,041-65.2% | $149,718-76.7% | $70,131-50.3% |
| Participation rate | 53.8% | 83.6%-29.7pp | 87.1%-33.2pp | 69.5%-15.7pp |
| Annual return | 12.35% | 27.43%-15.1pp | 1501.63%-1489.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,601 | $3,662-56.3% | $5,445-70.6% | $2,342-31.7% |
| Participant deferral / active EE | $5,177 | $4,983+3.9% | $6,569-21.2% | $3,332+55.4% |
| Admin fee / account holder | $4,265 | $8,286-48.5% | $11,283-62.2% | $4,645-8.2% |