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 | $1,057,730 | $80,717+1210.4% | $154,803+583.3% | $84,808+1147.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.41% | 37.96%-22.5pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $42,060 | $2,761+1423.2% | $4,305+876.9% | $2,631+1498.6% |
| Participant deferral / active EE | $22,949 | $3,303+594.8% | $5,540+314.2% | $4,212+444.9% |
| Admin fee / account holder | $32,912 | $6,746+387.9% | $14,329+129.7% | $7,344+348.2% |