Filed February 28, 1995
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 | $258,871 | $74,888+245.7% | $71,209+263.5% | $142,382+81.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.20% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $15,189 | $2,854+432.1% | $2,721+458.2% | $4,299+253.3% |
| Participant deferral / active EE | $11,729 | $4,454+163.3% | $4,175+180.9% | $6,507+80.2% |
| Admin fee / account holder | $11,383 | $5,568+104.4% | $5,349+112.8% | $12,624-9.8% |