Filed October 10, 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 | $981,284 | $95,416+928.4% | $185,823+428.1% | $85,850+1043.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 21.10% | 23.59%-2.5pp | 122.05%-100.9pp | 318.53%-297.4pp |
| Employer contribution / active EE | $35,022 | $3,314+956.9% | $5,167+577.8% | $2,565+1265.3% |
| Participant deferral / active EE | $15,762 | $3,423+360.4% | $5,568+183.1% | $3,952+298.9% |
| Admin fee / account holder | $8,560 | $7,213+18.7% | $16,237-47.3% | $6,260+36.7% |