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 | $319,442 | $110,094+190.2% | $151,611+110.7% | $68,494+366.4% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -15.33% | -10.12%-5.2pp | 3.33%-18.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $7,153 | $4,471+60.0% | $6,166+16.0% | $2,596+175.5% |
| Participant deferral / active EE | $12,954 | $6,527+98.5% | $8,363+54.9% | $4,027+221.7% |
| Admin fee / account holder | $30,862 | $7,719+299.8% | $11,616+165.7% | $5,403+471.2% |