Filed December 20, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $563,701 | $91,190+518.2% | $178,490+215.8% | $79,858+605.9% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 3.89% | 24.19%-20.3pp | 151.07%-147.2pp | 31.71%-27.8pp |
| Employer contribution / active EE | $15,933 | $3,256+389.4% | $5,011+218.0% | $2,471+544.8% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,825 | $6,751-73.0% | $13,984-87.0% | $5,306-65.6% |