Filed March 13, 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 | $270,671 | $102,966+162.9% | $90,281+199.8% | $152,861+77.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.86% | 95.16%-68.3pp | 78.10%-51.2pp | 345.32%-318.5pp |
| Employer contribution / active EE | $14,348 | $3,139+357.1% | $2,854+402.7% | $4,762+201.3% |
| Participant deferral / active EE | $10,896 | $4,281+154.5% | $3,885+180.4% | $5,850+86.3% |
| Admin fee / account holder | $960 | $6,171-84.4% | $5,351-82.1% | $11,596-91.7% |