Filed March 25, 1994 (most recent of 3 filings on file)
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,622 | $109,359+190.4% | $162,163+95.9% | $72,985+335.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.10% | 25.46%-6.4pp | 115.59%-96.5pp | 81.00%-61.9pp |
| Employer contribution / active EE | $5,945 | $3,907+52.2% | $5,614+5.9% | $2,440+143.7% |
| Participant deferral / active EE | $12,229 | $5,481+123.1% | $7,298+67.6% | $3,607+239.0% |
| Admin fee / account holder | $18,111 | $7,972+127.2% | $10,843+67.0% | $5,124+253.4% |