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 | $850,749 | $77,899+992.1% | $149,673+468.4% | $75,163+1031.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.37% | 31.72%-13.4pp | 134.42%-116.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $40,884 | $3,137+1203.1% | $4,818+748.6% | $2,670+1431.4% |
| Participant deferral / active EE | $22,580 | $3,411+562.0% | $5,680+297.5% | $4,125+447.4% |
| Admin fee / account holder | $6,947 | $5,956+16.6% | $13,210-47.4% | $5,651+22.9% |