Filed January 24, 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.
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 | $601,711 | $152,587+294.3% | $125,175+380.7% | $152,861+293.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.07% | 54.84%-31.8pp | 43.79%-20.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $7,825 | $4,946+58.2% | $3,865+102.4% | $4,762+64.3% |
| Participant deferral / active EE | $15,615 | $5,868+166.1% | $4,937+216.3% | $5,850+166.9% |
| Admin fee / account holder | $2,517 | $13,434-81.3% | $9,702-74.1% | $11,596-78.3% |