Filed November 15, 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 | $508,916 | $102,245+397.7% | $89,340+469.6% | $137,256+270.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.70% | 21.89%-7.2pp | 20.57%-5.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $31,929 | $2,529+1162.4% | $2,231+1331.0% | $4,156+668.3% |
| Participant deferral / active EE | $27,249 | $4,436+514.2% | $3,823+612.8% | $6,407+325.3% |
| Admin fee / account holder | $2,531 | $8,085-68.7% | $6,704-62.3% | $12,270-79.4% |