Filed September 18, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $398,446 | $105,998+275.9% | $92,233+332.0% | $147,584+170.0% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 9.31% | 50.05%-40.7pp | 176.28%-167.0pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,686 | $4,333-61.1% | $3,679-54.2% | $4,876-65.4% |
| Participant deferral / active EE | $481 | $4,478-89.3% | $3,897-87.7% | $5,439-91.2% |
| Admin fee / account holder | $2,631 | $6,332-58.4% | $5,194-49.3% | $10,885-75.8% |