Filed May 2, 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.)
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 | $268,107 | $80,717+232.2% | $154,803+73.2% | $84,808+216.1% |
| Participation rate | 97.9% | 66.8%+31.1pp | 78.1%+19.8pp | 68.3%+29.6pp |
| Annual return | 2.56% | 37.96%-35.4pp | 58.88%-56.3pp | 40.90%-38.3pp |
| Employer contribution / active EE | $6,441 | $2,761+133.2% | $4,305+49.6% | $2,631+144.8% |
| Participant deferral / active EE | $1,562 | $3,303-52.7% | $5,540-71.8% | $4,212-62.9% |
| Admin fee / account holder | $1,826 | $6,746-72.9% | $14,329-87.3% | $7,344-75.1% |