Filed October 10, 1995
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 | $686,985 | $82,032+737.5% | $123,104+458.1% | $59,632+1052.0% |
| Participation rate | 88.0% | 83.2%+4.8pp | 86.8%+1.2pp | 68.7%+19.3pp |
| Annual return | -0.24% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $10,321 | $3,297+213.1% | $5,151+100.4% | $2,203+368.6% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $38,135 | $5,881+548.5% | $9,015+323.0% | $4,297+787.5% |