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 | $53,516+450.3% | $126,539+132.7% | $84,808+247.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 16.70% | 58.34%-41.6pp | 425.95%-409.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $9,454 | $1,535+516.0% | $3,674+157.3% | $2,631+259.3% |
| Participant deferral / active EE | $10,954 | $2,671+310.2% | $4,083+168.3% | $4,212+160.1% |
| Admin fee / account holder | $1,373 | $4,497-69.5% | $6,065-77.4% | $7,344-81.3% |