Filed December 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 | $275,571 | $105,181+162.0% | $159,436+72.8% | $85,850+221.0% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 13.33% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $7,149 | $3,318+115.5% | $4,829+48.0% | $2,565+178.7% |
| Participant deferral / active EE | $9,127 | $5,945+53.5% | $7,352+24.1% | $3,952+131.0% |
| Admin fee / account holder | $42,164 | $6,933+508.1% | $10,799+290.5% | $6,260+573.6% |