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 | $107,452+373.6% | $91,541+455.9% | $142,382+257.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.70% | 22.06%-7.4pp | 20.50%-5.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $31,929 | $2,994+966.4% | $2,505+1174.8% | $4,299+642.7% |
| Participant deferral / active EE | $27,249 | $4,754+473.2% | $4,008+579.9% | $6,507+318.8% |
| Admin fee / account holder | $2,531 | $8,834-71.4% | $6,956-63.6% | $12,624-80.0% |