Filed March 11, 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 | $426,896 | $148,534+187.4% | $135,903+214.1% | $139,434+206.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.48% | 79.19%-53.7pp | 68.23%-42.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $10,319 | $5,243+96.8% | $4,856+112.5% | $4,751+117.2% |
| Participant deferral / active EE | $12,559 | $8,100+55.1% | $7,758+61.9% | $6,710+87.2% |
| Admin fee / account holder | $8,708 | $12,400-29.8% | $10,762-19.1% | $11,403-23.6% |