Filed April 6, 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 | $587,105 | $75,828+674.3% | $147,614+297.7% | $59,632+884.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.79% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $27,687 | $3,485+694.6% | $5,564+397.6% | $2,203+1157.0% |
| Participant deferral / active EE | $16,274 | $3,130+419.9% | $4,895+232.4% | $3,192+409.9% |
| Admin fee / account holder | $42,720 | $5,985+613.8% | $11,611+267.9% | $4,297+894.2% |