Filed March 6, 1996 (most recent of 2 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 | $294,475 | $52,353+462.5% | $120,225+144.9% | $82,448+257.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 16.70% | 61.85%-45.2pp | 439.23%-422.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $9,454 | $1,510+526.1% | $3,475+172.0% | $2,551+270.6% |
| Participant deferral / active EE | $10,954 | $2,627+317.0% | $3,999+173.9% | $4,139+164.6% |
| Admin fee / account holder | $1,373 | $4,363-68.5% | $5,696-75.9% | $7,234-81.0% |