Filed July 5, 1996
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,917 | $89,753+204.1% | $107,525+153.8% | $84,808+221.8% |
| Participation rate | 98.9% | 68.1%+30.9pp | 75.1%+23.8pp | 68.3%+30.6pp |
| Annual return | 248.09% | 29.48%+218.6pp | 181.32%+66.8pp | 40.90%+207.2pp |
| Employer contribution / active EE | $5,486 | $3,113+76.2% | $3,754+46.2% | $2,631+108.5% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,225 | $7,222-55.3% | $8,919-63.8% | $7,344-56.1% |